-2.3%
AKAM vs BBWI
-68.8%
+66.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -6.3% | +11.2% | +5.8% |
| 7D | +5.4% | -4.4% | +9.8% | +6.0% |
| 30D | -5.9% | -7.4% | +1.5% | -5.1% |
| 3M | -19.6% | -2.2% | -17.4% | -20.2% |
| 6M | +8.5% | -16.3% | +24.8% | +9.7% |
| YTD | +26.9% | -9.1% | +36.1% | +25.9% |
| 1Y | +41.7% | -34.5% | +76.2% | +48.2% |
| 3Y | +5.8% | -47.0% | +52.8% | +11.3% |
| 5Y | -2.3% | -68.8% | +66.5% | +10.9% |
| All | -2.3% | -68.8% | +66.5% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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