-41.2%
AKAM vs BEN
+596.2%
-637.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.8% | -1.6% |
| 7D | +2.8% | +6.8% | -4.0% | -1.1% |
| 30D | -6.9% | +18.0% | -24.9% | -15.1% |
| 3M | -31.8% | +7.5% | -39.3% | -34.6% |
| 6M | -47.0% | +14.7% | -61.7% | -51.2% |
| YTD | -2.1% | +56.1% | -58.2% | -24.7% |
| 1Y | -3.7% | +69.6% | -73.3% | -29.4% |
| 3Y | -23.0% | +87.7% | -110.7% | -49.1% |
| 5Y | -23.4% | +28.6% | -52.1% | -40.3% |
| 10Y | +30.5% | +59.8% | -29.3% | -25.4% |
| All | -41.2% | +596.2% | -637.4% | -91.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling