+4,612.1%
AXP vs RMD
+36,837.6%
-32,225.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -2.1% | -5.0% | +2.9% | -1.0% |
| 30D | -6.5% | +2.2% | -8.8% | -7.1% |
| 3M | +4.6% | +17.8% | -13.2% | +0.6% |
| 6M | +5.4% | -11.3% | +16.8% | +7.8% |
| YTD | -11.1% | -4.4% | -6.7% | -10.7% |
| 1Y | -0.3% | -15.7% | +15.4% | +2.9% |
| 3Y | +111.6% | +47.7% | +63.8% | +89.0% |
| 5Y | +117.6% | -19.2% | +136.8% | +119.3% |
| 10Y | +474.1% | +280.4% | +193.7% | +309.4% |
| All | +4,612.1% | +36,837.6% | -32,225.5% | +1,916.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling