+467.1%
AXP vs APTV
-21.3%
+488.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.3% | -0.2% |
| 7D | -2.5% | -1.2% | -1.3% | -2.2% |
| 30D | -5.0% | -10.6% | +5.6% | -0.8% |
| 3M | +1.4% | -35.0% | +36.4% | +19.2% |
| 6M | +6.0% | -38.9% | +44.9% | +25.7% |
| YTD | -12.3% | -41.5% | +29.2% | +5.4% |
| 1Y | +0.3% | -45.8% | +46.1% | +24.3% |
| 3Y | +111.7% | -55.7% | +167.4% | +173.0% |
| 5Y | +114.5% | -70.1% | +184.7% | +218.0% |
| 10Y | +467.1% | -19.1% | +486.1% | +426.0% |
| All | +467.1% | -21.3% | +488.4% | +426.0% |
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