+440.3%
AXP vs APTV
-26.1%
+466.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.5% |
| 7D | -1.1% | -9.8% | +8.6% | +3.0% |
| 30D | +5.2% | -8.9% | +14.1% | +9.1% |
| 3M | -4.6% | -19.5% | +14.9% | +3.7% |
| 6M | +3.2% | -31.1% | +34.3% | +16.3% |
| YTD | -11.3% | -47.5% | +36.2% | +11.1% |
| 1Y | -11.0% | -52.3% | +41.3% | +16.2% |
| 3Y | +120.2% | -45.2% | +165.4% | +157.0% |
| 5Y | +91.7% | -76.9% | +168.6% | +220.0% |
| 10Y | +440.3% | -25.1% | +465.4% | +404.8% |
| All | +440.3% | -26.1% | +466.5% | +404.8% |
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