-6.6%
AKAM vs LBRT
+115.1%
-121.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.4% |
| 7D | -2.1% | +8.7% | -10.8% | -3.1% |
| 30D | -13.9% | +6.6% | -20.5% | -14.6% |
| 3M | -33.8% | -34.5% | +0.7% | -30.9% |
| 6M | +2.2% | -24.5% | +26.7% | +5.1% |
| YTD | +20.6% | +12.7% | +7.9% | +19.0% |
| 1Y | +36.3% | +94.8% | -58.5% | +25.9% |
| 3Y | -0.1% | +31.9% | -32.0% | -6.8% |
| All | -6.6% | +115.1% | -121.8% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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