-6.2%
AKAM vs FGI
-69.8%
+63.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.5% | +0.4% |
| 7D | -0.8% | +5.2% | -6.0% | -0.8% |
| 30D | -4.5% | +65.2% | -69.7% | -5.1% |
| 3M | -25.6% | +30.2% | -55.7% | -26.0% |
| 6M | +5.7% | +87.8% | -82.1% | +4.9% |
| YTD | +21.0% | +32.5% | -11.4% | +20.1% |
| 1Y | +33.9% | +93.6% | -59.7% | +33.0% |
| 3Y | +0.9% | -2.6% | +3.5% | +2.7% |
| All | -6.2% | -69.8% | +63.6% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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