-33.3%
AKAM vs AMIX
-100.0%
+66.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | 0.0% | +6.7% | +6.7% |
| 7D | -10.4% | -16.0% | +5.6% | -10.2% |
| 30D | -20.6% | -55.4% | +34.9% | -20.0% |
| 3M | -29.9% | -87.5% | +57.6% | -28.7% |
| 6M | -31.9% | -81.2% | +49.3% | -32.6% |
| YTD | -4.8% | -86.8% | +82.1% | -5.6% |
| 1Y | +13.8% | -91.6% | +105.4% | +13.0% |
| All | -33.3% | -100.0% | +66.7% | -27.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling