+101.1%
AKAM vs AGI
+392.3%
-291.2%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | +1.5% | -2.7% | +4.2% | +1.6% |
| 30D | -13.0% | +7.2% | -20.3% | -13.3% |
| 3M | -19.4% | +4.3% | -23.6% | -19.6% |
| 6M | +0.3% | -27.1% | +27.4% | +1.4% |
| YTD | +22.4% | -6.6% | +29.0% | +22.0% |
| 1Y | +34.8% | +9.5% | +25.3% | +33.1% |
| 3Y | +1.9% | +208.4% | -206.5% | -4.5% |
| 5Y | -4.6% | +401.6% | -406.2% | -12.6% |
| All | +101.1% | +392.3% | -291.2% | +83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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