+428.4%
AXP vs APO
+890.3%
-461.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.5% |
| 7D | -0.6% | +8.1% | -8.7% | -4.6% |
| 30D | +5.0% | +3.4% | +1.5% | +2.8% |
| 3M | -4.2% | -6.6% | +2.4% | -1.7% |
| 6M | +2.9% | -7.1% | +10.0% | +5.3% |
| YTD | -11.6% | -14.1% | +2.6% | -6.9% |
| 1Y | -11.1% | -4.7% | -6.4% | -11.2% |
| 3Y | +116.7% | +51.3% | +65.4% | +65.9% |
| 5Y | +89.6% | +82.7% | +6.9% | +26.2% |
| 10Y | +428.4% | +845.7% | -417.3% | +78.8% |
| All | +428.4% | +890.3% | -461.9% | +78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling