+116.7%
AXP vs ASX
+381.9%
-265.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.3% | -3.5% | -0.8% |
| 7D | -0.6% | -9.1% | +8.5% | +0.4% |
| 30D | +5.0% | -23.6% | +28.5% | +8.8% |
| 3M | -4.2% | -5.6% | +1.4% | -4.9% |
| 6M | +2.9% | +4.7% | -1.7% | -2.3% |
| YTD | -11.6% | +122.6% | -134.2% | -32.2% |
| 1Y | -11.1% | +133.0% | -144.1% | -32.8% |
| 3Y | +116.7% | +367.1% | -250.4% | +26.3% |
| All | +116.7% | +381.9% | -265.1% | +26.3% |
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 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