+4,025.4%
AKAM vs AGI
+5,381.0%
-1,355.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.5% |
| 7D | -0.8% | +4.4% | -5.2% | -1.1% |
| 30D | -4.5% | +10.0% | -14.4% | -5.2% |
| 3M | -25.6% | +1.7% | -27.3% | -25.8% |
| 6M | +5.7% | -26.8% | +32.5% | +7.5% |
| YTD | +21.0% | -5.3% | +26.4% | +20.4% |
| 1Y | +33.9% | +11.5% | +22.4% | +31.4% |
| 3Y | +0.9% | +212.9% | -212.0% | -8.6% |
| 5Y | -6.9% | +388.8% | -395.6% | -18.9% |
| 10Y | +97.4% | +383.6% | -286.2% | +64.3% |
| All | +4,025.4% | +5,381.0% | -1,355.6% | +2,852.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling