+448.7%
AXP vs APTV
-28.3%
+477.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.5% | +2.2% | +0.2% |
| 7D | +0.6% | -10.2% | +10.8% | +4.9% |
| 30D | +5.8% | -10.8% | +16.6% | +10.7% |
| 3M | -6.0% | -14.8% | +8.8% | -0.5% |
| 6M | +0.3% | -30.6% | +30.9% | +12.5% |
| YTD | -12.3% | -48.2% | +35.9% | +10.4% |
| 1Y | -11.2% | -52.0% | +40.7% | +15.4% |
| 3Y | +117.0% | -47.0% | +164.1% | +157.0% |
| 5Y | +93.2% | -77.5% | +170.6% | +225.3% |
| All | +448.7% | -28.3% | +477.0% | +437.1% |
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