-0.3%
AXP vs BX
-15.8%
+15.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -0.7% |
| 7D | -2.1% | -4.4% | +2.3% | -0.5% |
| 30D | -6.5% | +0.1% | -6.6% | -6.7% |
| 3M | +4.6% | +16.0% | -11.4% | -1.7% |
| 6M | +5.4% | +21.6% | -16.2% | -3.0% |
| YTD | -11.1% | -8.9% | -2.2% | -8.5% |
| 1Y | -0.3% | -16.6% | +16.3% | +5.0% |
| All | -0.3% | -15.8% | +15.5% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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