+17.0%
AKAM vs MSFU
+72.2%
-55.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +0.8% |
| 7D | -0.8% | -3.2% | +2.4% | -0.2% |
| 30D | -4.5% | -3.1% | -1.3% | -4.0% |
| 3M | -25.6% | +35.3% | -60.8% | -30.8% |
| 6M | +5.7% | +31.6% | -25.9% | -2.6% |
| YTD | +21.0% | -9.5% | +30.6% | +20.8% |
| 1Y | +33.9% | -18.4% | +52.3% | +36.3% |
| 3Y | +0.9% | +26.9% | -26.0% | -14.4% |
| All | +17.0% | +72.2% | -55.3% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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