+119.7%
AXP vs APO
+44.5%
+75.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.5% | +2.2% | -0.2% |
| 7D | +0.4% | -1.1% | +1.5% | +0.7% |
| 30D | +7.0% | +1.1% | +5.9% | +6.1% |
| 3M | -6.6% | -9.2% | +2.6% | -2.9% |
| 6M | +3.5% | -9.2% | +12.7% | +6.9% |
| YTD | -11.2% | -18.0% | +6.8% | -4.1% |
| 1Y | -10.2% | -10.9% | +0.7% | -7.2% |
| All | +119.7% | +44.5% | +75.2% | +91.9% |
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 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