+425.5%
AXP vs APTV
-26.2%
+451.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.1% |
| 7D | -0.6% | -4.3% | +3.7% | +1.1% |
| 30D | +5.0% | -9.7% | +14.6% | +9.2% |
| 3M | -4.2% | -20.6% | +16.3% | +4.6% |
| 6M | +2.9% | -31.7% | +34.7% | +16.4% |
| YTD | -11.6% | -48.0% | +36.4% | +11.3% |
| 1Y | -11.1% | -52.1% | +41.0% | +15.8% |
| 3Y | +116.7% | -47.9% | +164.6% | +159.0% |
| 5Y | +89.6% | -76.9% | +166.5% | +216.7% |
| All | +425.5% | -26.2% | +451.7% | +390.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling