-4.3%
AKAM vs DG
-39.4%
+35.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -3.2% |
| 7D | +0.6% | -6.3% | +6.9% | +1.1% |
| 30D | -8.2% | +2.4% | -10.6% | -8.4% |
| 3M | -17.6% | +12.4% | -30.0% | -18.6% |
| 6M | +2.5% | -14.9% | +17.4% | +3.9% |
| YTD | +22.8% | -6.1% | +28.8% | +23.4% |
| 1Y | +39.6% | +17.9% | +21.7% | +36.8% |
| 3Y | +2.3% | +3.1% | -0.8% | -0.5% |
| 5Y | -4.3% | -38.7% | +34.4% | -1.3% |
| All | -4.3% | -39.4% | +35.1% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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