-6.9%
AKAM vs PTC
+1.8%
-8.7%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.5% | +5.9% | +2.2% |
| 7D | -0.8% | -12.8% | +12.0% | +3.7% |
| 30D | -4.5% | -9.8% | +5.3% | -1.3% |
| 3M | -25.6% | -2.1% | -23.5% | -26.0% |
| 6M | +5.7% | -18.1% | +23.8% | +12.4% |
| YTD | +21.0% | -23.5% | +44.5% | +32.1% |
| 1Y | +33.9% | -37.4% | +71.2% | +58.2% |
| 3Y | +0.9% | -7.2% | +8.1% | -0.4% |
| 5Y | -6.9% | +2.7% | -9.5% | -12.4% |
| All | -6.9% | +1.8% | -8.7% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 5y: compounded portfolio wealth divided by compounded PTC 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…
5y analysis · Full analysis span regression · 6 months rolling