+424.9%
AXP vs APTV
-26.5%
+451.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | -2.9% | -8.9% | +6.0% | +0.9% |
| 30D | +3.7% | -9.5% | +13.2% | +7.9% |
| 3M | -4.9% | -20.6% | +15.7% | +3.9% |
| 6M | +4.1% | -28.9% | +32.9% | +15.6% |
| YTD | -11.7% | -48.2% | +36.5% | +11.3% |
| 1Y | -11.7% | -51.7% | +40.0% | +14.6% |
| 3Y | +116.5% | -48.1% | +164.6% | +159.1% |
| 5Y | +89.5% | -76.7% | +166.2% | +215.0% |
| 10Y | +424.9% | -25.6% | +450.5% | +390.5% |
| All | +424.9% | -26.5% | +451.4% | +390.5% |
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