+6,610.0%
AXP vs KR
+4,491.2%
+2,118.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -2.1% | +1.5% | -3.6% | -2.5% |
| 30D | -6.5% | +4.1% | -10.6% | -7.5% |
| 3M | +4.6% | -5.2% | +9.9% | +5.7% |
| 6M | +5.4% | -12.8% | +18.2% | +8.2% |
| YTD | -11.1% | -4.6% | -6.5% | -11.2% |
| 1Y | -0.3% | -11.7% | +11.4% | +1.3% |
| 3Y | +111.6% | +36.3% | +75.3% | +87.8% |
| 5Y | +117.6% | +40.0% | +77.6% | +86.8% |
| 10Y | +474.1% | +122.2% | +351.9% | +296.5% |
| All | +6,610.0% | +4,491.2% | +2,118.8% | +1,672.4% |
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