+101.1%
AKAM vs BEN
+56.6%
+44.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +1.5% | -3.1% | +4.6% | +2.4% |
| 30D | -13.0% | +0.2% | -13.2% | -13.1% |
| 3M | -19.4% | +6.8% | -26.2% | -21.2% |
| 6M | +0.3% | +38.1% | -37.8% | -9.1% |
| YTD | +22.4% | +44.3% | -22.0% | +8.9% |
| 1Y | +34.8% | +42.6% | -7.7% | +20.1% |
| 3Y | +1.9% | +52.3% | -50.4% | -12.9% |
| 5Y | -4.6% | +37.6% | -42.2% | -18.1% |
| All | +101.1% | +56.6% | +44.5% | +63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling