-4.3%
AKAM vs BAX
-67.5%
+63.2%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -3.1% |
| 7D | +0.6% | -5.4% | +6.0% | +1.4% |
| 30D | -8.2% | -12.4% | +4.2% | -6.3% |
| 3M | -17.6% | +19.1% | -36.7% | -20.4% |
| 6M | +2.5% | +38.6% | -36.1% | -4.1% |
| YTD | +22.8% | +26.7% | -3.9% | +14.7% |
| 1Y | +39.6% | +1.0% | +38.6% | +36.7% |
| 3Y | +2.3% | -33.9% | +36.2% | +8.4% |
| 5Y | -4.3% | -67.0% | +62.8% | +22.2% |
| All | -4.3% | -67.5% | +63.2% | +22.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling