+86.1%
AXP vs APO
+81.1%
+5.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | 0.0% |
| 7D | -0.1% | +5.8% | -5.9% | -2.8% |
| 30D | +4.4% | +8.9% | -4.4% | -0.1% |
| 3M | -6.4% | -13.6% | +7.2% | 0.0% |
| 6M | +4.2% | -5.4% | +9.5% | +5.6% |
| YTD | -12.4% | -13.6% | +1.3% | -7.9% |
| 1Y | -11.1% | -2.5% | -8.6% | -12.2% |
| 3Y | +114.9% | +50.9% | +64.0% | +66.1% |
| All | +86.1% | +81.1% | +5.0% | +29.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling