+467.1%
AXP vs KWEB
-22.5%
+489.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -0.8% |
| 7D | -2.5% | -3.6% | +1.1% | -1.8% |
| 30D | -5.0% | -14.9% | +9.9% | -1.9% |
| 3M | +1.4% | -5.4% | +6.8% | +2.3% |
| 6M | +6.0% | -18.9% | +24.9% | +10.2% |
| YTD | -12.3% | -27.2% | +14.9% | -6.8% |
| 1Y | +0.3% | -34.2% | +34.5% | +8.6% |
| 3Y | +111.7% | +0.6% | +111.0% | +104.4% |
| 5Y | +114.5% | -43.5% | +158.0% | +129.5% |
| 10Y | +467.1% | -20.6% | +487.6% | +389.2% |
| All | +467.1% | -22.5% | +489.5% | +389.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling