-4.3%
AKAM vs BHP
+112.0%
-116.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.3% | +2.0% | -1.8% |
| 7D | +0.6% | -3.7% | +4.3% | +1.7% |
| 30D | -8.2% | -0.8% | -7.3% | -8.1% |
| 3M | -17.6% | +7.6% | -25.2% | -19.7% |
| 6M | +2.5% | +20.8% | -18.3% | -2.8% |
| YTD | +22.8% | +50.8% | -28.0% | +8.8% |
| 1Y | +39.6% | +70.9% | -31.3% | +19.0% |
| 3Y | +2.3% | +78.0% | -75.7% | -15.1% |
| 5Y | -4.3% | +113.1% | -117.4% | -23.8% |
| All | -4.3% | +112.0% | -116.3% | -23.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling