+111.1%
AXP vs APO
+61.7%
+49.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.8% |
| 7D | -2.1% | -1.0% | -1.1% | -1.7% |
| 30D | -6.5% | +3.5% | -10.0% | -8.3% |
| 3M | +4.6% | +4.5% | +0.1% | +1.6% |
| 6M | +5.4% | +22.8% | -17.4% | -6.1% |
| YTD | -11.1% | -6.5% | -4.6% | -9.5% |
| 1Y | -0.3% | +0.8% | -1.1% | -2.9% |
| All | +111.1% | +61.7% | +49.4% | +79.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling