-4.5%
AKAM vs BTG
+78.0%
-82.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.3% |
| 7D | +1.5% | -3.8% | +5.2% | +1.8% |
| 30D | -13.0% | +3.6% | -16.7% | -13.3% |
| 3M | -19.4% | +32.0% | -51.4% | -21.7% |
| 6M | +0.3% | +3.4% | -3.1% | -0.4% |
| YTD | +22.4% | +20.8% | +1.6% | +18.9% |
| 1Y | +34.8% | +22.4% | +12.4% | +29.9% |
| 3Y | +1.9% | +91.7% | -89.8% | -7.8% |
| All | -4.5% | +78.0% | -82.5% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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