-4.3%
AKAM vs IVZ
+57.9%
-62.2%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.1% |
| 7D | +0.6% | -2.4% | +3.0% | +1.4% |
| 30D | -8.2% | +2.5% | -10.7% | -8.9% |
| 3M | -17.6% | +17.1% | -34.6% | -21.9% |
| 6M | +2.5% | +35.1% | -32.6% | -7.1% |
| YTD | +22.8% | +24.3% | -1.5% | +13.7% |
| 1Y | +39.6% | +48.7% | -9.1% | +21.7% |
| 3Y | +2.3% | +135.6% | -133.3% | -24.6% |
| 5Y | -4.3% | +60.3% | -64.6% | -26.3% |
| All | -4.3% | +57.9% | -62.2% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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