+440.3%
AXP vs ASX
+849.3%
-409.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.6% | -7.6% | -1.4% |
| 7D | -1.1% | -12.3% | +11.2% | +1.6% |
| 30D | +5.2% | -26.0% | +31.2% | +12.7% |
| 3M | -4.6% | -8.1% | +3.5% | -5.1% |
| 6M | +3.2% | +1.4% | +1.8% | -3.7% |
| YTD | -11.3% | +115.6% | -126.9% | -37.0% |
| 1Y | -11.0% | +128.0% | -139.0% | -38.1% |
| 3Y | +120.2% | +371.4% | -251.2% | +12.3% |
| 5Y | +91.7% | +469.4% | -377.7% | -12.0% |
| 10Y | +440.3% | +842.6% | -402.3% | +80.3% |
| All | +440.3% | +849.3% | -409.0% | +80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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