+101.1%
AKAM vs BHP
+496.8%
-395.7%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | +1.5% | -3.6% | +5.1% | +2.5% |
| 30D | -13.0% | -1.2% | -11.8% | -12.9% |
| 3M | -19.4% | +1.2% | -20.6% | -20.0% |
| 6M | +0.3% | +21.4% | -21.1% | -5.1% |
| YTD | +22.4% | +50.4% | -28.0% | +8.4% |
| 1Y | +34.8% | +67.5% | -32.7% | +15.6% |
| 3Y | +1.9% | +72.8% | -70.9% | -14.4% |
| 5Y | -4.6% | +112.6% | -117.2% | -26.1% |
| All | +101.1% | +496.8% | -395.7% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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