-4.5%
AKAM vs MKSI
+84.1%
-88.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.8% |
| 7D | +1.5% | +2.7% | -1.2% | +0.9% |
| 30D | -13.0% | -12.8% | -0.2% | -10.5% |
| 3M | -19.4% | -22.5% | +3.1% | -16.2% |
| 6M | +0.3% | +19.4% | -19.1% | -5.2% |
| YTD | +22.4% | +67.7% | -45.3% | +6.6% |
| 1Y | +34.8% | +131.4% | -96.6% | +8.2% |
| 3Y | +1.9% | +197.3% | -195.4% | -27.4% |
| All | -4.5% | +84.1% | -88.6% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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