-11.2%
AXP vs ASX
+105.3%
-116.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.4% | -7.7% | -1.6% |
| 7D | +0.6% | -19.9% | +20.5% | +1.7% |
| 30D | +5.8% | -30.9% | +36.7% | +7.7% |
| 3M | -6.0% | -15.1% | +9.1% | -5.7% |
| 6M | +0.3% | -6.5% | +6.8% | -1.4% |
| YTD | -12.3% | +98.4% | -110.7% | -22.8% |
| 1Y | -11.2% | +107.9% | -119.1% | -22.5% |
| All | -11.2% | +105.3% | -116.6% | -22.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling