+775.4%
AXP vs BRKR
+177.6%
+597.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.8% | +5.4% | 0.0% |
| 7D | -2.5% | -7.8% | +5.3% | -0.9% |
| 30D | -5.0% | -3.4% | -1.7% | -4.6% |
| 3M | +1.4% | -4.8% | +6.2% | +1.1% |
| 6M | +6.0% | +46.7% | -40.7% | -3.9% |
| YTD | -12.3% | +15.8% | -28.1% | -17.0% |
| 1Y | +0.3% | +75.4% | -75.2% | -13.3% |
| 3Y | +111.7% | -10.3% | +121.9% | +103.2% |
| 5Y | +114.5% | -38.8% | +153.3% | +119.1% |
| 10Y | +467.1% | +158.2% | +308.8% | +337.9% |
| All | +775.4% | +177.6% | +597.8% | +410.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 all: compounded portfolio wealth divided by compounded BRKR 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…
all analysis · Full analysis span regression · 6 months rolling