+101.1%
AKAM vs CPB
-45.3%
+146.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | +1.5% | -1.8% | +3.3% | +1.8% |
| 30D | -13.0% | -7.1% | -5.9% | -12.1% |
| 3M | -19.4% | -6.0% | -13.3% | -19.0% |
| 6M | +0.3% | -5.3% | +5.6% | +0.3% |
| YTD | +22.4% | -20.8% | +43.2% | +26.7% |
| 1Y | +34.8% | -33.8% | +68.7% | +44.8% |
| 3Y | +1.9% | -43.7% | +45.7% | +11.5% |
| 5Y | -4.6% | -40.7% | +36.1% | +1.5% |
| All | +101.1% | -45.3% | +146.4% | +121.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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