+3.9%
AXP vs AXTX
-92.0%
+95.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +21.0% | -20.0% | +1.1% |
| 7D | -1.1% | -29.2% | +28.1% | -1.2% |
| 30D | +5.2% | -69.6% | +74.8% | +5.0% |
| 3M | -4.6% | -86.5% | +82.0% | -4.7% |
| 6M | +3.2% | -96.4% | +99.6% | +1.9% |
| All | +3.9% | -92.0% | +95.8% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 AXTX 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