+0.3%
AXP vs TKO
-2.2%
+2.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -0.9% |
| 7D | -2.5% | +0.7% | -3.2% | -2.6% |
| 30D | -5.0% | +0.9% | -5.9% | -5.2% |
| 3M | +1.4% | -6.2% | +7.5% | +2.2% |
| 6M | +6.0% | -5.6% | +11.6% | +6.4% |
| YTD | -12.3% | -7.8% | -4.5% | -11.2% |
| 1Y | +0.3% | -1.2% | +1.5% | -0.3% |
| All | +0.3% | -2.2% | +2.5% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TKO.
Daily Out/Under-Performance
Portfolio return minus TKO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TKO 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 1y: compounded portfolio wealth divided by compounded TKO 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…
1y analysis · Full analysis span regression · 6 months rolling