+36.3%
AKAM vs BTI
+5.0%
+31.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.2% |
| 7D | -2.1% | -1.4% | -0.7% | -2.1% |
| 30D | -13.9% | -6.6% | -7.3% | -14.0% |
| 3M | -33.8% | -3.0% | -30.8% | -34.4% |
| 6M | +2.2% | -6.7% | +8.9% | +2.1% |
| YTD | +20.6% | +0.6% | +20.0% | +16.9% |
| 1Y | +36.3% | +5.6% | +30.7% | +34.7% |
| All | +36.3% | +5.0% | +31.3% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1y: compounded portfolio wealth divided by compounded BTI 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…
1y analysis · Full analysis span regression · 6 months rolling