+89.6%
AXP vs RMD
-5.3%
+94.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.8% |
| 7D | +0.6% | +2.3% | -1.7% | -0.1% |
| 30D | +5.8% | +4.1% | +1.7% | +4.5% |
| 3M | -6.0% | +5.7% | -11.7% | -7.7% |
| 6M | +0.3% | +12.9% | -12.6% | -3.6% |
| YTD | -12.3% | -1.5% | -10.7% | -12.7% |
| 1Y | -11.2% | -4.8% | -6.5% | -10.9% |
| 3Y | +117.0% | +57.5% | +59.5% | +83.7% |
| All | +89.6% | -5.3% | +94.8% | +89.2% |
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