+98.8%
BKNG vs AXP
+117.7%
-18.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.7% | -6.7% |
| 7D | -7.9% | +0.6% | -8.5% | -8.2% |
| 30D | -15.9% | -4.3% | -11.6% | -13.7% |
| 3M | +11.1% | +4.7% | +6.4% | +8.1% |
| 6M | -0.7% | +9.0% | -9.7% | -5.8% |
| YTD | -15.4% | -11.1% | -4.3% | -10.1% |
| 1Y | -18.5% | +1.3% | -19.8% | -20.1% |
| 3Y | +46.5% | +114.5% | -68.0% | -12.4% |
| 5Y | +98.8% | +118.0% | -19.3% | +13.7% |
| All | +98.8% | +117.7% | -18.9% | +13.7% |
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