-2.3%
AKAM vs DOC
-25.4%
+23.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.5% | +5.0% |
| 7D | +5.4% | -3.0% | +8.4% | +6.3% |
| 30D | -5.9% | -2.0% | -3.9% | -5.4% |
| 3M | -19.6% | +0.9% | -20.5% | -20.3% |
| 6M | +8.5% | +20.8% | -12.3% | +1.0% |
| YTD | +26.9% | +32.5% | -5.5% | +14.2% |
| 1Y | +41.7% | +20.7% | +21.0% | +31.4% |
| 3Y | +5.8% | +23.1% | -17.3% | -3.3% |
| 5Y | -2.3% | -24.3% | +21.9% | +5.4% |
| All | -2.3% | -25.4% | +23.1% | +5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling