+119.7%
AXP vs ASX
+298.6%
-178.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -20.8% | +18.5% | +1.0% |
| 7D | +0.4% | -33.3% | +33.7% | +6.6% |
| 30D | +7.0% | -36.5% | +43.5% | +14.3% |
| 3M | -6.6% | -19.2% | +12.6% | -5.0% |
| 6M | +3.5% | -10.2% | +13.7% | +0.4% |
| YTD | -11.2% | +86.5% | -97.6% | -29.8% |
| 1Y | -10.2% | +89.6% | -99.8% | -29.5% |
| All | +119.7% | +298.6% | -178.9% | +30.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling