+26.4%
AKAM vs URI
+1,189.1%
-1,162.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.1% | +6.3% | +4.7% |
| 7D | -3.3% | -6.0% | +2.7% | -2.1% |
| 30D | -21.7% | +4.6% | -26.3% | -22.4% |
| 3M | -28.8% | -2.7% | -26.2% | -28.4% |
| 6M | -43.3% | +18.4% | -61.7% | -45.5% |
| YTD | -4.1% | +37.4% | -41.4% | -11.7% |
| 1Y | -3.9% | +30.4% | -34.3% | -10.6% |
| 3Y | -24.4% | +147.9% | -172.3% | -39.2% |
| 5Y | -23.8% | +202.1% | -225.8% | -42.5% |
| 10Y | +26.4% | +1,182.4% | -1,156.0% | -25.3% |
| All | +26.4% | +1,189.1% | -1,162.7% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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