+403.0%
AXP vs APTV
-27.3%
+430.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | 0.0% | -0.9% |
| 7D | -2.1% | -5.0% | +2.9% | -0.1% |
| 30D | +2.7% | -12.3% | +15.0% | +8.2% |
| 3M | -7.3% | -19.9% | +12.7% | +1.0% |
| 6M | +1.8% | -29.4% | +31.2% | +13.4% |
| YTD | -13.1% | -49.0% | +35.9% | +10.3% |
| 1Y | -13.7% | -53.1% | +39.4% | +13.4% |
| 3Y | +113.1% | -48.9% | +162.0% | +156.7% |
| 5Y | +85.9% | -77.2% | +163.2% | +212.2% |
| All | +403.0% | -27.3% | +430.3% | +379.1% |
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