+89.6%
AKAM vs SW
+147.8%
-58.2%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.3% |
| 7D | -2.1% | -5.1% | +3.0% | -1.7% |
| 30D | -13.9% | -4.6% | -9.4% | -13.7% |
| 3M | -33.8% | +9.4% | -43.2% | -34.5% |
| 6M | +2.2% | +3.5% | -1.3% | +1.4% |
| YTD | +20.6% | +22.0% | -1.4% | +18.0% |
| 1Y | +36.3% | +2.2% | +34.1% | +35.0% |
| 3Y | -0.1% | +19.6% | -19.7% | -2.4% |
| 5Y | -7.5% | -2.3% | -5.2% | -10.1% |
| All | +89.6% | +147.8% | -58.2% | +82.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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