-4.3%
AKAM vs WAT
-5.3%
+1.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.1% |
| 7D | +0.6% | -2.9% | +3.5% | +1.4% |
| 30D | -8.2% | -3.2% | -5.0% | -7.3% |
| 3M | -17.6% | +10.6% | -28.2% | -20.0% |
| 6M | +2.5% | +34.0% | -31.5% | -6.3% |
| YTD | +22.8% | +5.7% | +17.0% | +19.3% |
| 1Y | +39.6% | +37.1% | +2.5% | +25.5% |
| 3Y | +2.3% | +52.4% | -50.0% | -13.0% |
| 5Y | -4.3% | -4.4% | +0.1% | -8.1% |
| All | -4.3% | -5.3% | +1.0% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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