+101.1%
AKAM vs BTI
+73.8%
+27.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | +1.5% | -0.2% | +1.7% | +1.5% |
| 30D | -13.0% | -1.1% | -11.9% | -12.9% |
| 3M | -19.4% | -8.8% | -10.6% | -18.2% |
| 6M | +0.3% | -4.0% | +4.3% | +0.4% |
| YTD | +22.4% | +0.4% | +22.0% | +21.0% |
| 1Y | +34.8% | +1.9% | +32.9% | +32.8% |
| 3Y | +1.9% | +108.5% | -106.6% | -15.3% |
| 5Y | -4.6% | +118.5% | -123.1% | -22.4% |
| All | +101.1% | +73.8% | +27.4% | +71.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling