+17.0%
AKAM vs DOC
+14.9%
+2.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.2% | -9.2% | -9.4% |
| 7D | -21.7% | +6.2% | -27.9% | -22.6% |
| 30D | -28.3% | +6.5% | -34.8% | -29.3% |
| 3M | -36.3% | -6.2% | -30.1% | -35.6% |
| 6M | -34.0% | +25.6% | -59.6% | -37.4% |
| YTD | -10.8% | +32.1% | -42.9% | -16.6% |
| 1Y | +6.7% | +20.3% | -13.6% | +1.7% |
| 3Y | -28.3% | +42.7% | -71.0% | -34.3% |
| 5Y | -27.4% | -22.2% | -5.3% | -26.4% |
| All | +17.0% | +14.9% | +2.1% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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