-0.3%
AXP vs AXON
-28.9%
+28.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.2% | +3.1% | -0.6% |
| 7D | -2.1% | -14.2% | +12.0% | -0.5% |
| 30D | -6.5% | -15.4% | +8.9% | -5.0% |
| 3M | +4.6% | +0.5% | +4.2% | +4.1% |
| 6M | +5.4% | -9.5% | +14.9% | +5.8% |
| YTD | -11.1% | -9.2% | -1.9% | -11.4% |
| 1Y | -0.3% | -29.4% | +29.1% | +1.0% |
| All | -0.3% | -28.9% | +28.6% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 1y: compounded portfolio wealth divided by compounded AXON 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…
1y analysis · Full analysis span regression · 6 months rolling