+1.9%
AKAM vs AZO
+10.0%
-8.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.3% |
| 7D | +1.5% | -3.6% | +5.1% | +2.2% |
| 30D | -13.0% | -5.6% | -7.5% | -12.1% |
| 3M | -19.4% | -6.6% | -12.7% | -18.6% |
| 6M | +0.3% | -22.5% | +22.8% | +5.9% |
| YTD | +22.4% | -15.2% | +37.6% | +26.0% |
| 1Y | +34.8% | -33.9% | +68.8% | +47.9% |
| 3Y | +1.9% | +11.8% | -9.9% | -0.7% |
| All | +1.9% | +10.0% | -8.1% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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