+86.1%
AXP vs RMD
-7.7%
+93.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -0.1% | +2.1% | -2.2% | -0.7% |
| 30D | +4.4% | +2.1% | +2.4% | +3.7% |
| 3M | -6.4% | +6.2% | -12.7% | -8.2% |
| 6M | +4.2% | +19.4% | -15.2% | -1.4% |
| YTD | -12.4% | +0.5% | -12.9% | -13.3% |
| 1Y | -11.1% | -3.9% | -7.2% | -10.9% |
| 3Y | +114.9% | +72.5% | +42.3% | +76.5% |
| All | +86.1% | -7.7% | +93.8% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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