+2.3%
AKAM vs AEE
+46.3%
-44.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.0% | -3.1% |
| 7D | +0.6% | -0.7% | +1.3% | +0.7% |
| 30D | -8.2% | -2.0% | -6.2% | -7.9% |
| 3M | -17.6% | -2.8% | -14.7% | -17.5% |
| 6M | +2.5% | -3.6% | +6.1% | +2.7% |
| YTD | +22.8% | +7.3% | +15.5% | +20.3% |
| 1Y | +39.6% | +8.7% | +30.9% | +36.7% |
| All | +2.3% | +46.3% | -44.1% | -2.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling