-4.5%
AKAM vs VNQ
+7.0%
-11.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.7% |
| 7D | +1.5% | -1.3% | +2.8% | +2.2% |
| 30D | -13.0% | -2.6% | -10.4% | -11.7% |
| 3M | -19.4% | -2.0% | -17.4% | -18.8% |
| 6M | +0.3% | +4.3% | -4.0% | -3.3% |
| YTD | +22.4% | +9.2% | +13.2% | +14.3% |
| 1Y | +34.8% | +5.6% | +29.2% | +28.8% |
| 3Y | +1.9% | +30.8% | -28.9% | -15.4% |
| All | -4.5% | +7.0% | -11.5% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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