-2.3%
AKAM vs BEN
+40.0%
-42.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.5% | +6.4% | +5.4% |
| 7D | +5.4% | +3.4% | +2.0% | +4.2% |
| 30D | -5.9% | +1.8% | -7.7% | -6.5% |
| 3M | -19.6% | +8.4% | -28.0% | -22.0% |
| 6M | +8.5% | +35.6% | -27.2% | -2.1% |
| YTD | +26.9% | +46.4% | -19.4% | +11.1% |
| 1Y | +41.7% | +46.3% | -4.6% | +23.7% |
| 3Y | +5.8% | +54.6% | -48.8% | -12.2% |
| 5Y | -2.3% | +39.4% | -41.7% | -20.8% |
| All | -2.3% | +40.0% | -42.3% | -20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling