-3.9%
AKAM vs URI
+30.2%
-34.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.1% | +6.3% | +4.5% |
| 7D | -3.3% | -6.0% | +2.7% | -2.4% |
| 30D | -21.7% | +4.6% | -26.3% | -22.0% |
| 3M | -28.8% | -2.7% | -26.2% | -28.9% |
| 6M | -43.3% | +18.4% | -61.7% | -43.7% |
| YTD | -4.1% | +37.4% | -41.4% | -5.3% |
| 1Y | -3.9% | +30.4% | -34.3% | -4.0% |
| All | -3.9% | +30.2% | -34.1% | -4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling