-6.9%
AKAM vs URA
+131.0%
-137.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.1% | -2.8% | -0.3% |
| 7D | -0.8% | +8.1% | -8.9% | -2.4% |
| 30D | -4.5% | +5.8% | -10.2% | -5.6% |
| 3M | -25.6% | +3.4% | -29.0% | -26.3% |
| 6M | +5.7% | -2.6% | +8.4% | +5.4% |
| YTD | +21.0% | +11.2% | +9.9% | +16.5% |
| 1Y | +33.9% | +19.8% | +14.1% | +25.3% |
| 3Y | +0.9% | +121.5% | -120.6% | -19.7% |
| 5Y | -6.9% | +134.5% | -141.3% | -28.6% |
| All | -6.9% | +131.0% | -137.9% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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