+30.5%
AKAM vs MUB
+21.8%
+8.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -1.0% | -1.1% |
| 7D | +2.8% | -1.3% | +4.0% | +3.6% |
| 30D | -6.9% | +2.2% | -9.1% | -8.2% |
| 3M | -31.8% | -1.6% | -30.2% | -31.2% |
| 6M | -47.0% | -1.3% | -45.7% | -46.6% |
| YTD | -2.1% | -0.7% | -1.5% | -1.7% |
| 1Y | -3.7% | -0.2% | -3.5% | -3.6% |
| 3Y | -23.0% | +9.6% | -32.7% | -26.8% |
| 5Y | -23.4% | +2.6% | -26.0% | -26.2% |
| All | +30.5% | +21.8% | +8.7% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling