+403.0%
AXP vs APO
+821.0%
-418.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -0.9% |
| 7D | -2.1% | +3.5% | -5.6% | -3.8% |
| 30D | +2.7% | +4.4% | -1.7% | +0.1% |
| 3M | -7.3% | -12.1% | +4.8% | -1.7% |
| 6M | +1.8% | -7.2% | +9.0% | +4.2% |
| YTD | -13.1% | -15.1% | +2.1% | -7.9% |
| 1Y | -13.7% | -7.7% | -6.1% | -12.5% |
| 3Y | +113.1% | +49.6% | +63.5% | +64.0% |
| 5Y | +85.9% | +78.3% | +7.7% | +25.3% |
| All | +403.0% | +821.0% | -418.0% | +67.3% |
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