+101.1%
AKAM vs DRI
+353.8%
-252.7%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -0.5% |
| 7D | +1.5% | -3.2% | +4.7% | +1.9% |
| 30D | -13.0% | -7.8% | -5.2% | -12.2% |
| 3M | -19.4% | +0.4% | -19.7% | -19.6% |
| 6M | +0.3% | +4.8% | -4.5% | -0.7% |
| YTD | +22.4% | +16.7% | +5.7% | +19.0% |
| 1Y | +34.8% | +1.5% | +33.4% | +33.6% |
| 3Y | +1.9% | +56.3% | -54.3% | -4.6% |
| 5Y | -4.6% | +66.4% | -71.0% | -12.0% |
| All | +101.1% | +353.8% | -252.7% | +101.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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