+30.5%
AKAM vs APD
+191.9%
-161.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.4% |
| 7D | +2.8% | +3.8% | -1.1% | +1.4% |
| 30D | -6.9% | +8.2% | -15.1% | -9.5% |
| 3M | -31.8% | +4.3% | -36.1% | -33.0% |
| 6M | -47.0% | +4.7% | -51.7% | -48.2% |
| YTD | -2.1% | +31.5% | -33.7% | -12.5% |
| 1Y | -3.7% | +23.5% | -27.2% | -12.2% |
| 3Y | -23.0% | +29.1% | -52.2% | -32.2% |
| 5Y | -23.4% | +15.9% | -39.3% | -31.2% |
| All | +30.5% | +191.9% | -161.4% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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