-4.3%
AKAM vs AEE
+38.5%
-42.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.0% | -2.9% |
| 7D | +0.6% | -0.7% | +1.3% | +0.8% |
| 30D | -8.2% | -2.0% | -6.2% | -7.7% |
| 3M | -17.6% | -2.8% | -14.7% | -17.2% |
| 6M | +2.5% | -3.6% | +6.1% | +3.0% |
| YTD | +22.8% | +7.3% | +15.5% | +19.4% |
| 1Y | +39.6% | +8.7% | +30.9% | +35.3% |
| 3Y | +2.3% | +46.0% | -43.7% | -9.6% |
| 5Y | -4.3% | +39.8% | -44.1% | -13.6% |
| All | -4.3% | +38.5% | -42.8% | -13.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling