+101.8%
AKAM vs BUD
-22.8%
+124.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.8% | -3.2% |
| 7D | +0.6% | -3.2% | +3.8% | +1.2% |
| 30D | -8.2% | -3.7% | -4.5% | -7.6% |
| 3M | -17.6% | -4.4% | -13.1% | -17.0% |
| 6M | +2.5% | +7.7% | -5.2% | +0.7% |
| YTD | +22.8% | +23.1% | -0.3% | +17.7% |
| 1Y | +39.6% | +33.6% | +6.0% | +31.7% |
| 3Y | +2.3% | +44.7% | -42.4% | -5.5% |
| 5Y | -4.3% | +44.9% | -49.2% | -12.9% |
| All | +101.8% | -22.8% | +124.6% | +98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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