-6.7%
AXP vs BKR
+5.7%
-12.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.5% | +7.7% | +2.1% |
| 7D | +4.6% | -8.8% | +13.4% | +4.5% |
| 30D | +9.7% | -13.1% | +22.8% | +9.7% |
| 3M | -3.8% | -18.9% | +15.1% | -3.6% |
| 6M | +4.8% | -27.2% | +32.0% | +6.5% |
| YTD | -9.1% | +10.7% | -19.8% | -18.4% |
| 1Y | -6.7% | +9.7% | -16.4% | -16.4% |
| All | -6.7% | +5.7% | -12.4% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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