-27.5%
AKAM vs BEN
+564.5%
-592.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.5% | -4.7% | -3.1% |
| 7D | -2.1% | +0.2% | -2.3% | -2.3% |
| 30D | -13.9% | -0.5% | -13.4% | -13.8% |
| 3M | -33.8% | +9.7% | -43.5% | -37.5% |
| 6M | +2.2% | +33.9% | -31.7% | -13.9% |
| YTD | +20.6% | +49.0% | -28.4% | -4.8% |
| 1Y | +36.3% | +42.1% | -5.8% | +9.6% |
| 3Y | -0.1% | +51.9% | -52.0% | -25.9% |
| 5Y | -7.5% | +39.0% | -46.6% | -32.2% |
| 10Y | +90.2% | +57.9% | +32.3% | +7.8% |
| All | -27.5% | +564.5% | -592.0% | -89.2% |
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