-15.0%
AKAM vs AHR
+356.1%
-371.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.2% |
| 7D | +1.5% | -2.1% | +3.6% | +1.7% |
| 30D | -13.0% | +1.9% | -14.9% | -13.3% |
| 3M | -19.4% | +15.7% | -35.0% | -21.7% |
| 6M | +0.3% | +2.5% | -2.2% | -0.7% |
| YTD | +22.4% | +15.0% | +7.4% | +18.9% |
| 1Y | +34.8% | +28.1% | +6.7% | +28.5% |
| All | -15.0% | +356.1% | -371.0% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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