+1,701.6%
AXP vs AMT
+1,473.8%
+227.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.8% | -2.2% |
| 7D | +0.4% | +4.4% | -4.0% | -0.6% |
| 30D | +7.0% | +17.7% | -10.7% | +2.9% |
| 3M | -6.6% | +16.7% | -23.3% | -10.1% |
| 6M | +3.5% | +11.1% | -7.7% | +0.4% |
| YTD | -11.2% | +13.9% | -25.0% | -14.7% |
| 1Y | -10.2% | +12.5% | -22.7% | -13.5% |
| 3Y | +120.0% | +13.2% | +106.9% | +107.4% |
| 5Y | +95.6% | -17.9% | +113.4% | +97.1% |
| 10Y | +468.1% | +122.8% | +345.3% | +355.1% |
| All | +1,701.6% | +1,473.8% | +227.8% | +762.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AMT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling