+117.0%
AXP vs APD
+11.7%
+105.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.8% |
| 7D | +0.6% | -3.7% | +4.3% | +1.6% |
| 30D | +5.8% | +9.6% | -3.8% | +3.4% |
| 3M | -6.0% | +1.6% | -7.7% | -6.4% |
| 6M | +0.3% | +2.2% | -1.9% | -0.4% |
| YTD | -12.3% | +25.9% | -38.1% | -18.5% |
| 1Y | -11.2% | +20.1% | -31.4% | -16.5% |
| 3Y | +117.0% | +12.4% | +104.6% | +109.2% |
| All | +117.0% | +11.7% | +105.4% | +109.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 3y: compounded portfolio wealth divided by compounded APD 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…
3y analysis · Full analysis span regression · 6 months rolling