+652.8%
AXTI vs AXP
+117.7%
+535.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | 0.0% | +12.9% | +12.9% |
| 7D | +24.0% | +0.6% | +23.4% | +23.4% |
| 30D | -21.5% | -4.3% | -17.1% | -19.4% |
| 3M | -23.4% | +4.7% | -28.1% | -26.6% |
| 6M | +114.9% | +9.0% | +105.9% | +99.8% |
| YTD | +325.4% | -11.1% | +336.6% | +351.1% |
| 1Y | +2,136.7% | +1.3% | +2,135.4% | +2,050.0% |
| 3Y | +2,835.0% | +114.5% | +2,720.5% | +1,623.4% |
| 5Y | +652.8% | +118.0% | +534.8% | +336.5% |
| All | +652.8% | +117.7% | +535.1% | +336.5% |
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