-6.7%
AXP vs KWEB
-34.1%
+27.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.5% | -2.3% | +1.4% |
| 7D | +4.6% | +5.8% | -1.2% | +3.6% |
| 30D | +9.7% | -1.0% | +10.7% | +9.8% |
| 3M | -3.8% | -15.8% | +12.0% | -1.2% |
| 6M | +4.8% | -14.9% | +19.7% | +7.3% |
| YTD | -9.1% | -28.6% | +19.5% | -4.0% |
| 1Y | -6.7% | -33.9% | +27.2% | +0.4% |
| All | -6.7% | -34.1% | +27.4% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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