+464.9%
AXP vs AU
+643.7%
-178.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | 0.0% |
| 7D | +0.6% | -0.3% | +0.9% | +0.6% |
| 30D | -4.3% | +12.8% | -17.1% | -4.9% |
| 3M | +4.7% | +28.5% | -23.8% | +3.4% |
| 6M | +9.0% | +4.8% | +4.2% | +8.3% |
| YTD | -11.1% | +31.0% | -42.1% | -12.7% |
| 1Y | +1.3% | +81.4% | -80.1% | -2.0% |
| 3Y | +114.5% | +618.4% | -504.0% | +92.6% |
| 5Y | +118.0% | +686.3% | -568.3% | +92.4% |
| 10Y | +464.9% | +664.5% | -199.6% | +426.9% |
| All | +464.9% | +643.7% | -178.8% | +426.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling