-6.9%
AKAM vs BUD
+45.2%
-52.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.1% | +0.6% |
| 7D | -0.8% | +0.8% | -1.6% | -1.0% |
| 30D | -4.5% | -4.8% | +0.4% | -3.3% |
| 3M | -25.6% | +1.4% | -26.9% | -26.0% |
| 6M | +5.7% | +9.9% | -4.1% | +2.8% |
| YTD | +21.0% | +26.3% | -5.3% | +13.9% |
| 1Y | +33.9% | +36.1% | -2.3% | +23.6% |
| 3Y | +0.9% | +48.6% | -47.7% | -9.8% |
| 5Y | -6.9% | +45.0% | -51.9% | -20.8% |
| All | -6.9% | +45.2% | -52.0% | -20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling