-4.3%
AKAM vs BTI
+116.2%
-120.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.0% | -4.2% | -3.4% |
| 7D | +0.6% | -2.0% | +2.6% | +0.9% |
| 30D | -8.2% | -3.4% | -4.7% | -7.7% |
| 3M | -17.6% | -9.0% | -8.6% | -16.6% |
| 6M | +2.5% | -5.0% | +7.5% | +2.7% |
| YTD | +22.8% | -0.3% | +23.1% | +21.2% |
| 1Y | +39.6% | +3.1% | +36.5% | +36.7% |
| 3Y | +2.3% | +111.0% | -108.6% | -14.8% |
| 5Y | -4.3% | +117.0% | -121.3% | -22.1% |
| All | -4.3% | +116.2% | -120.5% | -22.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling