-6.9%
AKAM vs IWD
+73.8%
-80.7%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +1.2% |
| 7D | -0.8% | -0.2% | -0.6% | -0.6% |
| 30D | -4.5% | -0.8% | -3.7% | -3.7% |
| 3M | -25.6% | +8.0% | -33.6% | -31.4% |
| 6M | +5.7% | +18.2% | -12.5% | -10.5% |
| YTD | +21.0% | +22.3% | -1.3% | -1.3% |
| 1Y | +33.9% | +28.9% | +5.0% | +3.7% |
| 3Y | +0.9% | +71.5% | -70.6% | -39.0% |
| 5Y | -6.9% | +73.6% | -80.5% | -45.4% |
| All | -6.9% | +73.8% | -80.7% | -45.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling