-6.6%
AKAM vs DOCS
-73.4%
+66.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -1.1% |
| 7D | -2.1% | -1.4% | -0.7% | -2.0% |
| 30D | -13.9% | +21.8% | -35.8% | -15.1% |
| 3M | -33.8% | +27.3% | -61.1% | -35.0% |
| 6M | +2.2% | -0.3% | +2.5% | +1.6% |
| YTD | +20.6% | -40.5% | +61.1% | +24.0% |
| 1Y | +36.3% | -61.5% | +97.9% | +44.2% |
| 3Y | -0.1% | +8.2% | -8.3% | -6.1% |
| All | -6.6% | -73.4% | +66.8% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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