+95.6%
AXP vs APA
+68.3%
+27.3%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -1.9% |
| 7D | +0.4% | -15.6% | +16.0% | +3.5% |
| 30D | +7.0% | -0.9% | +7.9% | +6.8% |
| 3M | -6.6% | +26.1% | -32.7% | -11.6% |
| 6M | +3.5% | +6.1% | -2.6% | +0.8% |
| YTD | -11.2% | +82.8% | -94.0% | -25.2% |
| 1Y | -10.2% | +106.5% | -116.6% | -27.0% |
| 3Y | +120.0% | +21.9% | +98.2% | +93.8% |
| 5Y | +95.6% | +69.7% | +25.9% | +45.9% |
| All | +95.6% | +68.3% | +27.3% | +45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling