+114.5%
AXP vs MKSI
+191.2%
-76.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.0% | -0.4% |
| 7D | +0.6% | +7.7% | -7.1% | -1.0% |
| 30D | -4.3% | -12.9% | +8.5% | -1.9% |
| 3M | +4.7% | -14.8% | +19.6% | +5.6% |
| 6M | +9.0% | +26.6% | -17.7% | -1.3% |
| YTD | -11.1% | +66.6% | -77.7% | -25.8% |
| 1Y | +1.3% | +144.6% | -143.3% | -25.0% |
| 3Y | +114.5% | +193.1% | -78.7% | +37.1% |
| All | +114.5% | +191.2% | -76.7% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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