+742.4%
AXP vs ASX
+3,515.0%
-2,772.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | -2.1% | -0.7% | -1.4% | -1.9% |
| 30D | -6.5% | +2.0% | -8.5% | -7.3% |
| 3M | +4.6% | -1.3% | +6.0% | +2.8% |
| 6M | +5.4% | +71.4% | -66.0% | -11.8% |
| YTD | -11.1% | +135.3% | -146.4% | -32.1% |
| 1Y | -0.3% | +267.5% | -267.8% | -33.2% |
| 3Y | +111.6% | +388.5% | -276.9% | +28.2% |
| 5Y | +117.6% | +417.1% | -299.5% | +26.6% |
| 10Y | +474.1% | +872.7% | -398.6% | +168.3% |
| All | +742.4% | +3,515.0% | -2,772.7% | +115.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling