-23.7%
AKAM vs AU
+547.0%
-570.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.6% | +4.2% | +4.8% |
| 7D | +5.4% | +0.6% | +4.7% | +5.3% |
| 30D | -5.9% | +12.3% | -18.2% | -7.1% |
| 3M | -19.6% | +29.4% | -49.0% | -22.0% |
| 6M | +8.5% | +3.2% | +5.2% | +7.3% |
| YTD | +26.9% | +31.8% | -4.9% | +21.8% |
| 1Y | +41.7% | +83.4% | -41.7% | +30.9% |
| 3Y | +5.8% | +623.1% | -617.3% | -17.2% |
| 5Y | -2.3% | +700.5% | -702.8% | -25.7% |
| 10Y | +111.0% | +717.6% | -606.6% | +49.3% |
| All | -23.7% | +547.0% | -570.7% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 all: compounded portfolio wealth divided by compounded AU 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…
all analysis · Full analysis span regression · 6 months rolling