+892.4%
BKNG vs AXP
+1,212.9%
-320.5%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.3% |
| 7D | -6.0% | -2.1% | -3.9% | -4.9% |
| 30D | -6.6% | -6.5% | -0.1% | -3.2% |
| 3M | +15.7% | +4.6% | +11.0% | +12.8% |
| 6M | +14.1% | +5.4% | +8.7% | +10.7% |
| YTD | -9.3% | -11.1% | +1.8% | -4.1% |
| 1Y | -12.8% | -0.3% | -12.5% | -13.4% |
| 3Y | +58.4% | +111.6% | -53.1% | +2.9% |
| 5Y | +114.1% | +117.6% | -3.4% | +35.3% |
| 10Y | +246.8% | +474.1% | -227.3% | +26.9% |
| All | +892.4% | +1,212.9% | -320.5% | +53.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling