+261.5%
AXP vs RKT
-0.4%
+261.9%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.4% |
| 7D | +0.6% | +17.7% | -17.1% | -1.1% |
| 30D | +5.8% | +31.6% | -25.8% | +2.7% |
| 3M | -6.0% | +13.9% | -19.9% | -7.6% |
| 6M | +0.3% | +2.8% | -2.5% | -0.7% |
| YTD | -12.3% | -22.2% | +10.0% | -11.2% |
| 1Y | -11.2% | -3.5% | -7.7% | -12.2% |
| 3Y | +117.0% | +95.3% | +21.8% | +94.6% |
| 5Y | +93.2% | -0.4% | +93.6% | +74.6% |
| All | +261.5% | -0.4% | +261.9% | +219.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 10y: compounded portfolio wealth divided by compounded RKT 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…
10y analysis · Full analysis span regression · 6 months rolling