+122.4%
NOK vs AXP
+465.7%
-343.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.2% |
| 7D | +7.3% | +0.6% | +6.7% | +7.0% |
| 30D | +13.8% | -4.3% | +18.1% | +15.6% |
| 3M | -27.0% | +4.7% | -31.7% | -28.2% |
| 6M | +37.6% | +9.0% | +28.6% | +32.9% |
| YTD | +64.6% | -11.1% | +75.7% | +70.3% |
| 1Y | +132.0% | +1.3% | +130.7% | +127.8% |
| 3Y | +183.7% | +114.5% | +69.2% | +103.8% |
| 5Y | +101.3% | +118.0% | -16.7% | +41.4% |
| 10Y | +122.4% | +464.9% | -342.5% | +10.4% |
| All | +122.4% | +465.7% | -343.3% | +10.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling