+101.8%
AKAM vs STZ
-10.3%
+112.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.9% | -5.1% | -3.6% |
| 7D | +0.6% | -4.1% | +4.7% | +1.3% |
| 30D | -8.2% | -7.6% | -0.6% | -6.9% |
| 3M | -17.6% | -12.3% | -5.3% | -15.8% |
| 6M | +2.5% | -16.3% | +18.8% | +5.0% |
| YTD | +22.8% | -8.4% | +31.1% | +22.1% |
| 1Y | +39.6% | -10.8% | +50.4% | +39.5% |
| 3Y | +2.3% | -49.0% | +51.3% | +15.6% |
| 5Y | -4.3% | -36.5% | +32.2% | +2.4% |
| All | +101.8% | -10.3% | +112.1% | +103.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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