+266.0%
AXP vs RKT
-2.0%
+268.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -2.2% |
| 7D | +0.4% | +24.3% | -23.9% | -1.9% |
| 30D | +7.0% | +27.9% | -20.8% | +4.2% |
| 3M | -6.6% | +6.9% | -13.5% | -7.5% |
| 6M | +3.5% | +5.2% | -1.7% | +2.2% |
| YTD | -11.2% | -23.5% | +12.3% | -10.0% |
| 1Y | -10.2% | -9.1% | -1.1% | -10.6% |
| 3Y | +120.0% | +81.5% | +38.6% | +98.7% |
| 5Y | +95.6% | -2.0% | +97.6% | +77.1% |
| All | +266.0% | -2.0% | +268.0% | +224.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling