+38.6%
AKAM vs KVUE
-20.4%
+59.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.3% | -0.3% |
| 7D | +1.5% | -5.1% | +6.6% | +1.5% |
| 30D | -13.0% | -6.3% | -6.7% | -13.1% |
| 3M | -19.4% | -0.5% | -18.9% | -19.5% |
| 6M | +0.3% | +3.1% | -2.8% | +0.1% |
| YTD | +22.4% | +6.7% | +15.7% | +21.8% |
| 1Y | +34.8% | -1.1% | +36.0% | +34.8% |
| 3Y | +1.9% | -8.7% | +10.7% | +1.4% |
| All | +38.6% | -20.4% | +59.1% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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