-11.2%
AXP vs APTV
-52.5%
+41.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.5% | +2.2% | -0.7% |
| 7D | +0.6% | -10.2% | +10.8% | +2.1% |
| 30D | +5.8% | -10.8% | +16.6% | +7.5% |
| 3M | -6.0% | -14.8% | +8.8% | -4.1% |
| 6M | +0.3% | -30.6% | +30.9% | +2.5% |
| YTD | -12.3% | -48.2% | +35.9% | -4.3% |
| 1Y | -11.2% | -52.0% | +40.7% | -0.2% |
| All | -11.2% | -52.5% | +41.3% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling