-6.6%
AKAM vs IP
-17.2%
+10.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.7% |
| 7D | -2.1% | -5.3% | +3.2% | -0.9% |
| 30D | -13.9% | -10.9% | -3.1% | -11.8% |
| 3M | -33.8% | +11.2% | -45.0% | -36.2% |
| 6M | +2.2% | -10.2% | +12.4% | +3.5% |
| YTD | +20.6% | -2.0% | +22.6% | +18.4% |
| 1Y | +36.3% | -19.1% | +55.4% | +40.5% |
| 3Y | -0.1% | +20.9% | -21.0% | -9.8% |
| All | -6.6% | -17.2% | +10.5% | -9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling