+32.3%
AKAM vs ALLE
+208.6%
-176.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | +11.2% | +1.6% | +9.6% | +10.5% |
| 30D | -13.4% | +24.1% | -37.5% | -19.9% |
| 3M | -29.5% | +14.8% | -44.3% | -33.1% |
| 6M | -42.1% | +45.9% | -88.0% | -50.1% |
| YTD | -0.8% | +20.7% | -21.5% | -8.8% |
| 1Y | -3.9% | +14.2% | -18.1% | -9.7% |
| 3Y | -21.9% | +90.7% | -112.5% | -40.2% |
| 5Y | -22.4% | +50.6% | -72.9% | -36.6% |
| All | +32.3% | +208.6% | -176.3% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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