-6.9%
AKAM vs CASY
+274.3%
-281.2%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.0% | +3.4% | +1.1% |
| 7D | -0.8% | -4.4% | +3.6% | +0.2% |
| 30D | -4.5% | -12.0% | +7.6% | -1.7% |
| 3M | -25.6% | -2.3% | -23.2% | -25.9% |
| 6M | +5.7% | +10.5% | -4.8% | +2.5% |
| YTD | +21.0% | +33.0% | -12.0% | +12.0% |
| 1Y | +33.9% | +41.1% | -7.3% | +21.6% |
| 3Y | +0.9% | +207.5% | -206.6% | -25.2% |
| 5Y | -6.9% | +290.7% | -297.6% | -38.0% |
| All | -6.9% | +274.3% | -281.2% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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