-10.9%
AXP vs APO
-8.0%
-2.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.7% | -3.6% | -0.7% |
| 7D | -1.1% | +2.3% | -3.4% | -2.1% |
| 30D | +5.2% | +3.0% | +2.2% | +3.9% |
| 3M | -4.6% | -3.7% | -0.9% | -3.7% |
| 6M | +3.2% | -7.5% | +10.7% | +5.5% |
| YTD | -11.3% | -14.5% | +3.2% | -5.3% |
| All | -10.9% | -8.0% | -2.8% | -10.7% |
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