+0.3%
AXP vs BKR
+41.2%
-40.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.3% |
| 7D | -2.5% | -1.5% | -0.9% | -2.4% |
| 30D | -5.0% | -0.7% | -4.4% | -5.0% |
| 3M | +1.4% | +0.5% | +0.8% | +1.9% |
| 6M | +6.0% | +6.6% | -0.6% | +5.2% |
| YTD | -12.3% | +41.3% | -53.6% | -20.0% |
| 1Y | +0.3% | +42.2% | -41.9% | -9.1% |
| All | +0.3% | +41.2% | -40.9% | -9.1% |
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