+456.7%
AXTI vs AXP
-6.4%
+463.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +2.2% | -9.6% | -7.8% |
| 7D | -26.2% | +4.6% | -30.8% | -26.9% |
| 30D | -45.1% | +9.7% | -54.9% | -46.4% |
| 3M | -27.2% | -3.8% | -23.4% | -26.1% |
| 6M | -55.2% | +4.8% | -60.0% | -56.3% |
| YTD | +190.8% | -9.1% | +199.9% | +206.9% |
| 1Y | +456.7% | -6.7% | +463.4% | +488.8% |
| All | +456.7% | -6.4% | +463.1% | +488.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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