-21.3%
AKAM vs WCC
+139.9%
-161.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.3% | -0.9% |
| 7D | +2.8% | +9.9% | -7.2% | 0.0% |
| 30D | -6.9% | -8.4% | +1.6% | -5.0% |
| 3M | -31.8% | -10.3% | -21.5% | -29.9% |
| 6M | -47.0% | -10.5% | -36.5% | -45.6% |
| YTD | -2.1% | +32.2% | -34.3% | -8.7% |
| 1Y | -3.7% | +25.5% | -29.2% | -9.3% |
| 3Y | -23.0% | +134.7% | -157.7% | -38.4% |
| All | -21.3% | +139.9% | -161.2% | -40.2% |
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