+101.8%
AKAM vs PH
+804.8%
-703.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.7% | -2.8% |
| 7D | +0.6% | -3.1% | +3.7% | +1.5% |
| 30D | -8.2% | -11.8% | +3.6% | -4.9% |
| 3M | -17.6% | +6.9% | -24.5% | -19.5% |
| 6M | +2.5% | -1.3% | +3.8% | +2.1% |
| YTD | +22.8% | +7.0% | +15.8% | +19.2% |
| 1Y | +39.6% | +23.1% | +16.5% | +29.9% |
| 3Y | +2.3% | +135.4% | -133.0% | -20.5% |
| 5Y | -4.3% | +250.3% | -254.6% | -34.0% |
| All | +101.8% | +804.8% | -703.0% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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