-4.5%
AKAM vs WCC
+224.0%
-228.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -1.3% |
| 7D | +1.5% | +1.5% | 0.0% | +1.1% |
| 30D | -13.0% | -2.1% | -10.9% | -12.6% |
| 3M | -19.4% | +3.8% | -23.2% | -20.3% |
| 6M | +0.3% | +35.0% | -34.7% | -6.8% |
| YTD | +22.4% | +46.4% | -24.0% | +11.3% |
| 1Y | +34.8% | +63.0% | -28.1% | +19.0% |
| 3Y | +1.9% | +133.9% | -132.0% | -19.1% |
| All | -4.5% | +224.0% | -228.5% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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