+317.2%
AXTI vs AXP
+91.7%
+225.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.2% | +7.1% | +6.7% |
| 7D | -29.4% | +0.6% | -30.0% | -29.7% |
| 30D | -51.3% | +5.8% | -57.1% | -53.3% |
| 3M | -48.3% | -6.0% | -42.3% | -46.6% |
| 6M | -62.9% | +0.3% | -63.2% | -63.7% |
| YTD | +137.8% | -12.3% | +150.1% | +153.0% |
| 1Y | +338.3% | -11.2% | +349.6% | +362.2% |
| 3Y | +1,590.4% | +117.0% | +1,473.4% | +860.7% |
| All | +317.2% | +91.7% | +225.5% | +162.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling