-3.9%
AKAM vs IWD
+28.5%
-32.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.3% |
| 7D | +11.2% | +1.7% | +9.5% | +9.0% |
| 30D | -13.4% | +3.2% | -16.6% | -16.0% |
| 3M | -29.5% | +2.3% | -31.8% | -31.1% |
| 6M | -42.1% | +12.9% | -55.1% | -49.4% |
| YTD | -0.8% | +26.2% | -27.0% | -21.1% |
| 1Y | -3.9% | +28.3% | -32.2% | -24.4% |
| All | -3.9% | +28.5% | -32.4% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling