+8.5%
AKAM vs TROW
+24.8%
-16.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.5% | +6.4% | +5.4% |
| 7D | +5.4% | -1.5% | +6.9% | +5.9% |
| 30D | -5.9% | -5.3% | -0.6% | -4.1% |
| 3M | -19.6% | +2.9% | -22.6% | -28.0% |
| 6M | +8.5% | +22.2% | -13.7% | -15.8% |
| All | +8.5% | +24.8% | -16.3% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 6mo: compounded portfolio wealth divided by compounded TROW 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…
6mo analysis · Full analysis span regression · 6 months rolling