+95.6%
AXP vs ASX
+414.3%
-318.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -20.8% | +18.5% | +2.5% |
| 7D | +0.4% | -33.3% | +33.7% | +9.4% |
| 30D | +7.0% | -36.5% | +43.5% | +17.5% |
| 3M | -6.6% | -19.2% | +12.6% | -4.2% |
| 6M | +3.5% | -10.2% | +13.7% | -0.1% |
| YTD | -11.2% | +86.5% | -97.6% | -33.2% |
| 1Y | -10.2% | +89.6% | -99.8% | -33.0% |
| 3Y | +120.0% | +298.6% | -178.6% | +18.9% |
| 5Y | +95.6% | +414.3% | -318.7% | -10.0% |
| All | +95.6% | +414.3% | -318.7% | -10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling