-4.3%
AKAM vs HIG
+118.8%
-123.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.4% | -3.3% |
| 7D | +0.6% | -2.3% | +2.9% | +1.2% |
| 30D | -8.2% | -1.2% | -7.0% | -8.0% |
| 3M | -17.6% | +6.3% | -23.9% | -19.4% |
| 6M | +2.5% | +0.6% | +1.9% | +2.0% |
| YTD | +22.8% | +0.6% | +22.2% | +21.7% |
| 1Y | +39.6% | +6.1% | +33.5% | +35.8% |
| 3Y | +2.3% | +102.0% | -99.6% | -18.4% |
| 5Y | -4.3% | +119.2% | -123.5% | -28.5% |
| All | -4.3% | +118.8% | -123.1% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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