-4.3%
AKAM vs VEU
+53.0%
-57.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.2% |
| 7D | +0.6% | -1.9% | +2.5% | +2.2% |
| 30D | -8.2% | -0.7% | -7.4% | -7.5% |
| 3M | -17.6% | +4.9% | -22.4% | -20.9% |
| 6M | +2.5% | +9.8% | -7.3% | -4.8% |
| YTD | +22.8% | +15.3% | +7.5% | +8.8% |
| 1Y | +39.6% | +23.0% | +16.6% | +17.1% |
| 3Y | +2.3% | +73.5% | -71.2% | -34.1% |
| 5Y | -4.3% | +54.5% | -58.8% | -36.0% |
| All | -4.3% | +53.0% | -57.3% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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