-4.5%
AKAM vs GIS
-25.1%
+20.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | +1.5% | -6.4% | +7.9% | +1.4% |
| 30D | -13.0% | -6.1% | -6.9% | -13.1% |
| 3M | -19.4% | +7.8% | -27.2% | -19.8% |
| 6M | +0.3% | -8.8% | +9.1% | +1.5% |
| YTD | +22.4% | -19.1% | +41.5% | +25.6% |
| 1Y | +34.8% | -24.8% | +59.6% | +39.7% |
| 3Y | +1.9% | -37.6% | +39.5% | +7.3% |
| All | -4.5% | -25.1% | +20.6% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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