+2.3%
AKAM vs BEN
+51.0%
-48.7%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -1.9% | -2.8% |
| 7D | +0.6% | +0.3% | +0.3% | +0.4% |
| 30D | -8.2% | +0.9% | -9.1% | -8.5% |
| 3M | -17.6% | +9.2% | -26.8% | -20.3% |
| 6M | +2.5% | +36.8% | -34.3% | -7.7% |
| YTD | +22.8% | +44.4% | -21.6% | +7.7% |
| 1Y | +39.6% | +45.8% | -6.3% | +21.7% |
| All | +2.3% | +51.0% | -48.7% | -17.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling