-4.3%
AKAM vs IAU
+138.0%
-142.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.6% | -3.0% |
| 7D | +0.6% | -3.4% | +4.0% | +1.1% |
| 30D | -8.2% | -1.1% | -7.1% | -8.0% |
| 3M | -17.6% | +5.8% | -23.4% | -18.2% |
| 6M | +2.5% | -16.9% | +19.5% | +4.0% |
| YTD | +22.8% | +0.1% | +22.7% | +21.6% |
| 1Y | +39.6% | +18.4% | +21.2% | +34.8% |
| 3Y | +2.3% | +123.6% | -121.2% | -12.2% |
| 5Y | -4.3% | +138.7% | -143.0% | -22.3% |
| All | -4.3% | +138.0% | -142.3% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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