+101.1%
AKAM vs AEIS
+562.2%
-461.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.9% | -5.3% | -1.3% |
| 7D | +1.5% | +2.3% | -0.8% | +1.0% |
| 30D | -13.0% | -14.8% | +1.8% | -10.2% |
| 3M | -19.4% | -15.6% | -3.8% | -17.5% |
| 6M | +0.3% | -8.7% | +9.0% | -0.3% |
| YTD | +22.4% | +37.3% | -14.9% | +10.8% |
| 1Y | +34.8% | +80.3% | -45.5% | +14.2% |
| 3Y | +1.9% | +177.9% | -176.0% | -23.3% |
| 5Y | -4.6% | +235.8% | -240.4% | -32.2% |
| All | +101.1% | +562.2% | -461.1% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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