+101.1%
AKAM vs AEE
+191.1%
-90.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +1.5% | -0.8% | +2.3% | +1.7% |
| 30D | -13.0% | -2.9% | -10.1% | -12.3% |
| 3M | -19.4% | -2.4% | -17.0% | -19.0% |
| 6M | +0.3% | -2.7% | +3.0% | +0.6% |
| YTD | +22.4% | +7.3% | +15.1% | +19.1% |
| 1Y | +34.8% | +7.5% | +27.3% | +31.1% |
| 3Y | +1.9% | +46.2% | -44.3% | -10.9% |
| 5Y | -4.6% | +39.7% | -44.3% | -15.8% |
| All | +101.1% | +191.1% | -90.0% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling