-4.3%
AKAM vs WCN
+25.5%
-29.7%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.1% | -3.0% |
| 7D | +0.6% | -4.4% | +5.0% | +1.6% |
| 30D | -8.2% | -4.4% | -3.7% | -7.3% |
| 3M | -17.6% | +0.5% | -18.0% | -18.2% |
| 6M | +2.5% | -3.3% | +5.8% | +2.8% |
| YTD | +22.8% | -8.5% | +31.3% | +25.0% |
| 1Y | +39.6% | -8.9% | +48.5% | +42.2% |
| 3Y | +2.3% | +18.0% | -15.7% | -7.8% |
| 5Y | -4.3% | +25.0% | -29.3% | -19.9% |
| All | -4.3% | +25.5% | -29.7% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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