-4.5%
AKAM vs MOH
-19.7%
+15.2%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -0.5% |
| 7D | +1.5% | +1.7% | -0.2% | +1.3% |
| 30D | -13.0% | -0.9% | -12.1% | -13.0% |
| 3M | -19.4% | +5.7% | -25.1% | -19.9% |
| 6M | +0.3% | +39.1% | -38.8% | -3.8% |
| YTD | +22.4% | +17.7% | +4.7% | +18.1% |
| 1Y | +34.8% | +8.4% | +26.5% | +31.0% |
| 3Y | +1.9% | -36.6% | +38.5% | +3.8% |
| All | -4.5% | -19.7% | +15.2% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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