+101.8%
AKAM vs RGEN
+414.1%
-312.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.0% | -3.2% |
| 7D | +0.6% | -2.9% | +3.5% | +1.1% |
| 30D | -8.2% | -0.1% | -8.1% | -8.3% |
| 3M | -17.6% | +25.9% | -43.5% | -21.7% |
| 6M | +2.5% | +35.2% | -32.7% | -4.9% |
| YTD | +22.8% | +0.5% | +22.3% | +20.9% |
| 1Y | +39.6% | +37.0% | +2.6% | +28.3% |
| 3Y | +2.3% | +2.0% | +0.3% | -4.2% |
| 5Y | -4.3% | -44.2% | +39.9% | -3.1% |
| All | +101.8% | +414.1% | -312.4% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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