+5.7%
AKAM vs APO
+54.4%
-48.7%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.5% | +5.1% |
| 7D | +5.4% | -1.0% | +6.4% | +5.7% |
| 30D | -5.9% | -0.4% | -5.5% | -5.9% |
| 3M | -19.6% | -0.9% | -18.8% | -19.7% |
| 6M | +8.5% | +22.1% | -13.7% | +1.9% |
| YTD | +26.9% | -8.4% | +35.3% | +29.1% |
| 1Y | +41.7% | -0.9% | +42.6% | +39.9% |
| All | +5.7% | +54.4% | -48.7% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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