+89.6%
AXP vs RKT
-2.0%
+91.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.6% | +0.5% |
| 7D | -0.6% | +4.6% | -5.3% | -1.4% |
| 30D | +5.0% | +25.9% | -20.9% | +0.8% |
| 3M | -4.2% | +5.0% | -9.3% | -5.5% |
| 6M | +2.9% | -7.9% | +10.9% | +3.2% |
| YTD | -11.6% | -25.4% | +13.8% | -9.3% |
| 1Y | -11.1% | -15.4% | +4.3% | -10.8% |
| 3Y | +116.7% | +83.3% | +33.4% | +70.8% |
| 5Y | +89.6% | -0.8% | +90.4% | +78.1% |
| All | +89.6% | -2.0% | +91.6% | +78.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling