-42.8%
AKAM vs URI
+5,827.0%
-5,869.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.1% | +5.6% | +6.4% |
| 7D | -10.4% | -9.8% | -0.6% | -7.2% |
| 30D | -20.6% | +1.7% | -22.3% | -20.9% |
| 3M | -29.9% | -9.1% | -20.9% | -27.6% |
| 6M | -31.9% | +9.9% | -41.7% | -34.4% |
| YTD | -4.8% | +31.2% | -36.0% | -15.3% |
| 1Y | +13.8% | +25.9% | -12.1% | +2.5% |
| 3Y | -23.4% | +147.4% | -170.8% | -46.4% |
| 5Y | -22.6% | +179.7% | -202.3% | -50.1% |
| 10Y | +26.3% | +1,419.5% | -1,393.3% | -62.3% |
| All | -42.8% | +5,827.0% | -5,869.8% | -95.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling