-6.7%
AXP vs APA
+107.6%
-114.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -6.9% | +9.0% | +1.4% |
| 7D | +4.6% | -13.0% | +17.6% | +3.1% |
| 30D | +9.7% | +2.0% | +7.8% | +9.8% |
| 3M | -3.8% | +24.9% | -28.7% | -1.1% |
| 6M | +4.8% | +7.2% | -2.4% | +7.2% |
| YTD | -9.1% | +87.1% | -96.2% | -8.9% |
| 1Y | -6.7% | +107.2% | -113.9% | -6.7% |
| All | -6.7% | +107.6% | -114.3% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 1y: compounded portfolio wealth divided by compounded APA 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…
1y analysis · Full analysis span regression · 6 months rolling