+5.7%
AKAM vs BAX
-33.8%
+39.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.9% | +6.8% | +5.1% |
| 7D | +5.4% | -5.1% | +10.5% | +6.0% |
| 30D | -5.9% | -12.2% | +6.3% | -4.4% |
| 3M | -19.6% | +21.8% | -41.5% | -22.1% |
| 6M | +8.5% | +36.3% | -27.8% | +2.8% |
| YTD | +26.9% | +27.8% | -0.9% | +19.0% |
| 1Y | +41.7% | -0.1% | +41.7% | +40.0% |
| All | +5.7% | -33.8% | +39.5% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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