+116.7%
AXP vs APTV
-45.9%
+162.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | 0.0% |
| 7D | -0.6% | -4.3% | +3.7% | +0.5% |
| 30D | +5.0% | -9.7% | +14.6% | +7.7% |
| 3M | -4.2% | -20.6% | +16.3% | +1.4% |
| 6M | +2.9% | -31.7% | +34.7% | +11.2% |
| YTD | -11.6% | -48.0% | +36.4% | +3.8% |
| 1Y | -11.1% | -52.1% | +41.0% | +7.3% |
| 3Y | +116.7% | -47.9% | +164.6% | +138.8% |
| All | +116.7% | -45.9% | +162.6% | +138.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling