+101.8%
AKAM vs MUB
+16.7%
+85.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.5% | -2.8% |
| 7D | +0.6% | -1.2% | +1.8% | +1.3% |
| 30D | -8.2% | -2.8% | -5.4% | -6.6% |
| 3M | -17.6% | -3.1% | -14.5% | -16.0% |
| 6M | +2.5% | -2.9% | +5.4% | +4.3% |
| YTD | +22.8% | -2.0% | +24.8% | +24.4% |
| 1Y | +39.6% | 0.0% | +39.6% | +39.8% |
| 3Y | +2.3% | +7.4% | -5.1% | -1.4% |
| 5Y | -4.3% | +0.8% | -5.1% | -6.8% |
| All | +101.8% | +16.7% | +85.1% | +115.5% |
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