+16.5%
AKAM vs MSFU
+76.3%
-59.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.2% | +3.0% | -0.4% |
| 7D | -2.1% | -5.7% | +3.6% | -1.0% |
| 30D | -13.9% | +4.2% | -18.1% | -14.8% |
| 3M | -33.8% | +27.9% | -61.7% | -37.7% |
| 6M | +2.2% | +37.1% | -34.9% | -6.7% |
| YTD | +20.6% | -7.4% | +28.0% | +19.8% |
| 1Y | +36.3% | -19.6% | +55.9% | +39.4% |
| 3Y | -0.1% | +33.2% | -33.3% | -16.3% |
| All | +16.5% | +76.3% | -59.8% | -11.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling