+26.4%
AKAM vs IP
+24.7%
+1.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.1% | +5.4% | +4.5% |
| 7D | -3.3% | 0.0% | -3.3% | -3.2% |
| 30D | -21.7% | +9.4% | -31.1% | -23.4% |
| 3M | -28.8% | -14.1% | -14.8% | -26.5% |
| 6M | -43.3% | +9.2% | -52.5% | -45.2% |
| YTD | -4.1% | -7.5% | +3.5% | -4.5% |
| 1Y | -3.9% | -2.8% | -1.1% | -5.7% |
| 3Y | -24.4% | +21.2% | -45.7% | -31.2% |
| 5Y | -23.8% | -11.5% | -12.3% | -26.0% |
| 10Y | +26.4% | +23.7% | +2.7% | +10.3% |
| All | +26.4% | +24.7% | +1.7% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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