+101.1%
AKAM vs APTV
-16.1%
+117.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | +1.5% | -5.0% | +6.5% | +2.2% |
| 30D | -13.0% | -6.1% | -7.0% | -12.3% |
| 3M | -19.4% | -33.0% | +13.6% | -14.9% |
| 6M | +0.3% | -35.2% | +35.5% | +6.1% |
| YTD | +22.4% | -40.1% | +62.5% | +30.7% |
| 1Y | +34.8% | -45.6% | +80.4% | +46.1% |
| 3Y | +1.9% | -54.4% | +56.3% | +10.6% |
| 5Y | -4.6% | -68.9% | +64.3% | +5.6% |
| All | +101.1% | -16.1% | +117.3% | +123.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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