-4.5%
AKAM vs SU
+348.9%
-353.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +1.5% | +2.2% | -0.7% | +1.1% |
| 30D | -13.0% | +8.4% | -21.5% | -14.4% |
| 3M | -19.4% | +12.1% | -31.5% | -21.2% |
| 6M | +0.3% | +19.7% | -19.4% | -3.3% |
| YTD | +22.4% | +58.4% | -36.0% | +12.3% |
| 1Y | +34.8% | +67.2% | -32.4% | +22.5% |
| 3Y | +1.9% | +125.0% | -123.1% | -12.0% |
| All | -4.5% | +348.9% | -353.4% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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