+344.8%
AXTI vs AXP
-11.2%
+356.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -0.1% | +19.6% | +19.5% |
| 7D | -1.2% | -2.9% | +1.7% | -0.4% |
| 30D | -24.2% | +3.7% | -27.9% | -24.7% |
| 3M | -36.3% | -4.9% | -31.4% | -35.3% |
| 6M | -62.7% | +4.1% | -66.7% | -63.6% |
| YTD | +187.3% | -11.7% | +199.0% | +204.6% |
| 1Y | +344.8% | -11.7% | +356.5% | +379.3% |
| All | +344.8% | -11.2% | +356.0% | +379.3% |
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