+5.7%
AKAM vs APA
+12.6%
-6.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.0% | +1.9% | +4.5% |
| 7D | +5.4% | +0.3% | +5.1% | +5.3% |
| 30D | -5.9% | +9.3% | -15.2% | -7.0% |
| 3M | -19.6% | +23.3% | -43.0% | -22.1% |
| 6M | +8.5% | +39.5% | -31.0% | +2.5% |
| YTD | +26.9% | +87.6% | -60.7% | +13.8% |
| 1Y | +41.7% | +114.2% | -72.5% | +22.9% |
| All | +5.7% | +12.6% | -6.9% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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