-21.9%
NKE vs AXP
+461.7%
-483.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.6% | -1.4% |
| 7D | -2.3% | -2.5% | +0.2% | -1.2% |
| 30D | -10.4% | -5.0% | -5.3% | -8.2% |
| 3M | -15.5% | +1.4% | -16.8% | -16.1% |
| 6M | -32.6% | +6.0% | -38.6% | -34.6% |
| YTD | -39.8% | -12.3% | -27.5% | -36.5% |
| 1Y | -47.6% | +0.3% | -47.9% | -48.2% |
| 3Y | -59.0% | +111.7% | -170.7% | -71.6% |
| 5Y | -74.9% | +114.5% | -189.5% | -83.0% |
| 10Y | -21.9% | +467.1% | -489.0% | -63.7% |
| All | -21.9% | +461.7% | -483.6% | -63.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling