+36.3%
AKAM vs PHM
-6.9%
+43.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -2.1% | -3.2% | +1.1% | -1.8% |
| 30D | -13.9% | -6.4% | -7.5% | -13.3% |
| 3M | -33.8% | +5.5% | -39.3% | -35.3% |
| 6M | +2.2% | -5.4% | +7.6% | +2.0% |
| YTD | +20.6% | +6.6% | +14.0% | +15.9% |
| 1Y | +36.3% | -8.8% | +45.2% | +40.1% |
| All | +36.3% | -6.9% | +43.3% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 1y: compounded portfolio wealth divided by compounded PHM 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…
1y analysis · Full analysis span regression · 6 months rolling