+111.1%
AXP vs RKT
+42.6%
+68.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -1.0% |
| 7D | -2.1% | +2.1% | -4.2% | -2.4% |
| 30D | -6.5% | +1.4% | -8.0% | -6.8% |
| 3M | +4.6% | +6.3% | -1.6% | +3.5% |
| 6M | +5.4% | -15.5% | +20.9% | +6.5% |
| YTD | -11.1% | -27.4% | +16.3% | -9.1% |
| 1Y | -0.3% | -26.6% | +26.3% | +1.5% |
| All | +111.1% | +42.6% | +68.5% | +83.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling