-11.2%
AXP vs APO
-11.5%
+0.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | +0.6% | +0.8% | -0.2% | +0.2% |
| 30D | +5.8% | +1.0% | +4.8% | +5.2% |
| 3M | -6.0% | -8.4% | +2.4% | -3.4% |
| 6M | +0.3% | -9.1% | +9.4% | +3.0% |
| YTD | -12.3% | -18.3% | +6.1% | -4.8% |
| 1Y | -11.2% | -8.0% | -3.3% | -10.9% |
| All | -11.2% | -11.5% | +0.3% | -10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling