-6.7%
AXP vs KDP
+41.3%
-48.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.9% | -3.7% | +2.0% |
| 7D | +4.6% | +5.3% | -0.7% | +4.5% |
| 30D | +9.7% | +19.1% | -9.4% | +10.0% |
| 3M | -3.8% | +19.2% | -22.9% | -3.4% |
| 6M | +4.8% | +29.3% | -24.5% | +6.8% |
| YTD | -9.1% | +35.5% | -44.6% | -6.6% |
| 1Y | -6.7% | +43.5% | -50.2% | -4.3% |
| All | -6.7% | +41.3% | -48.0% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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