+4,609.5%
AXP vs RMD
+38,610.5%
-34,001.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.2% |
| 7D | +0.4% | -5.3% | +5.7% | +1.5% |
| 30D | +7.0% | +8.4% | -1.4% | +5.0% |
| 3M | -6.6% | +7.1% | -13.7% | -8.2% |
| 6M | +3.5% | +15.8% | -12.3% | -0.4% |
| YTD | -11.2% | +0.2% | -11.3% | -11.8% |
| 1Y | -10.2% | -1.4% | -8.8% | -10.5% |
| 3Y | +120.0% | +61.3% | +58.8% | +92.9% |
| 5Y | +95.6% | -3.9% | +99.4% | +89.6% |
| 10Y | +468.1% | +365.6% | +102.6% | +288.5% |
| All | +4,609.5% | +38,610.5% | -34,001.0% | +1,891.5% |
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