-6.7%
AXP vs KR
+10.2%
-16.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.2% | -1.1% | +2.4% |
| 7D | +4.6% | +6.1% | -1.5% | +5.0% |
| 30D | +9.7% | +17.3% | -7.6% | +11.3% |
| 3M | -3.8% | +20.2% | -23.9% | -2.0% |
| 6M | +4.8% | +3.3% | +1.5% | +3.1% |
| YTD | -9.1% | +12.3% | -21.4% | -8.8% |
| 1Y | -6.7% | +10.6% | -17.3% | -6.8% |
| All | -6.7% | +10.2% | -16.9% | -6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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