+464.9%
AXP vs AON
+207.5%
+257.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.2% | +1.3% |
| 7D | +0.6% | -3.2% | +3.8% | +2.5% |
| 30D | -4.3% | -11.9% | +7.5% | +2.4% |
| 3M | +4.7% | -2.9% | +7.6% | +5.1% |
| 6M | +9.0% | -6.8% | +15.8% | +11.5% |
| YTD | -11.1% | -10.1% | -1.1% | -7.7% |
| 1Y | +1.3% | -14.2% | +15.5% | +8.1% |
| 3Y | +114.5% | -3.3% | +117.7% | +106.4% |
| 5Y | +118.0% | +13.6% | +104.4% | +82.1% |
| 10Y | +464.9% | +209.2% | +255.7% | +146.5% |
| All | +464.9% | +207.5% | +257.4% | +146.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AON 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling