-4.2%
AKAM vs MTZ
+159.0%
-163.2%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.5% | +0.3% | -2.6% |
| 7D | +0.6% | 0.0% | +0.6% | +0.6% |
| 30D | -8.2% | -14.8% | +6.7% | -5.4% |
| 3M | -17.6% | -30.8% | +13.2% | -12.8% |
| 6M | +2.5% | -22.6% | +25.1% | +6.3% |
| YTD | +22.8% | +6.8% | +16.0% | +20.0% |
| 1Y | +39.6% | +22.1% | +17.4% | +32.8% |
| 3Y | +2.3% | +153.1% | -150.8% | -15.3% |
| All | -4.2% | +159.0% | -163.2% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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