-32.8%
AKAM vs AMIX
-99.9%
+67.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +8.8% | -4.6% | +4.2% |
| 7D | -3.3% | +11.4% | -14.7% | -3.4% |
| 30D | -21.7% | -40.5% | +18.8% | -21.4% |
| 3M | -28.8% | -80.1% | +51.2% | -27.9% |
| 6M | -43.3% | -74.8% | +31.5% | -44.1% |
| YTD | -4.1% | -84.0% | +79.9% | -5.1% |
| 1Y | -3.9% | -89.7% | +85.8% | -4.7% |
| All | -32.8% | -99.9% | +67.2% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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