+114.9%
AXP vs KR
+72.2%
+42.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.9% |
| 7D | -0.1% | +4.6% | -4.7% | 0.0% |
| 30D | +4.4% | +12.2% | -7.8% | +5.0% |
| 3M | -6.4% | +24.6% | -31.0% | -5.3% |
| 6M | +4.2% | +8.2% | -4.0% | +4.2% |
| YTD | -12.4% | +15.3% | -27.6% | -12.1% |
| 1Y | -11.1% | +9.8% | -20.9% | -11.0% |
| 3Y | +114.9% | +71.4% | +43.5% | +101.1% |
| All | +114.9% | +72.2% | +42.7% | +101.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling