+6,524.1%
AXP vs KR
+5,205.1%
+1,318.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -0.6% |
| 7D | +0.6% | +1.4% | -0.8% | +0.2% |
| 30D | +5.8% | +14.3% | -8.4% | +2.2% |
| 3M | -6.0% | +18.9% | -24.9% | -10.2% |
| 6M | +0.3% | +3.8% | -3.5% | -1.3% |
| YTD | -12.3% | +10.2% | -22.5% | -15.6% |
| 1Y | -11.2% | +9.2% | -20.4% | -14.6% |
| 3Y | +117.0% | +60.3% | +56.7% | +84.8% |
| 5Y | +93.2% | +78.3% | +14.9% | +55.8% |
| 10Y | +461.2% | +169.9% | +291.3% | +268.3% |
| All | +6,524.1% | +5,205.1% | +1,318.9% | +1,584.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling