+888.8%
AXTI vs AXP
+428.9%
+460.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -0.1% | +19.6% | +19.5% |
| 7D | -1.2% | -2.9% | +1.7% | +0.8% |
| 30D | -24.2% | +3.7% | -27.9% | -25.9% |
| 3M | -36.3% | -4.9% | -31.4% | -35.0% |
| 6M | -62.7% | +4.1% | -66.7% | -64.1% |
| YTD | +187.3% | -11.7% | +199.0% | +201.9% |
| 1Y | +344.8% | -11.7% | +356.5% | +367.4% |
| 3Y | +2,272.2% | +116.5% | +2,155.7% | +1,400.9% |
| 5Y | +419.6% | +89.5% | +330.1% | +249.1% |
| 10Y | +888.8% | +424.9% | +463.9% | +335.9% |
| All | +888.8% | +428.9% | +460.0% | +335.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling