+111.0%
AKAM vs URI
+1,196.9%
-1,086.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.3% | +3.5% | +4.6% |
| 7D | +5.4% | +5.0% | +0.4% | +4.4% |
| 30D | -5.9% | -9.4% | +3.5% | -4.0% |
| 3M | -19.6% | -5.8% | -13.8% | -19.0% |
| 6M | +8.5% | +25.8% | -17.4% | +2.3% |
| YTD | +26.9% | +27.9% | -1.0% | +18.7% |
| 1Y | +41.7% | +9.7% | +32.0% | +36.6% |
| 3Y | +5.8% | +128.0% | -122.2% | -13.1% |
| 5Y | -2.3% | +212.4% | -214.7% | -26.1% |
| 10Y | +111.0% | +1,271.8% | -1,160.9% | +24.6% |
| All | +111.0% | +1,196.9% | -1,086.0% | +24.6% |
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