+20.2%
AKAM vs OTIS
+91.3%
-71.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.8% |
| 7D | +1.5% | -3.0% | +4.5% | +2.3% |
| 30D | -13.0% | -6.0% | -7.0% | -11.7% |
| 3M | -19.4% | -0.9% | -18.5% | -19.6% |
| 6M | +0.3% | -17.3% | +17.6% | +5.0% |
| YTD | +22.4% | -19.6% | +42.0% | +28.8% |
| 1Y | +34.8% | -21.0% | +55.9% | +42.6% |
| 3Y | +1.9% | -12.1% | +14.0% | +4.2% |
| 5Y | -4.6% | -17.1% | +12.5% | -3.8% |
| All | +20.2% | +91.3% | -71.1% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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