+101.8%
AKAM vs WEC
+146.6%
-44.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.0% |
| 7D | +0.6% | -1.3% | +1.9% | +1.0% |
| 30D | -8.2% | -0.4% | -7.8% | -8.1% |
| 3M | -17.6% | -6.8% | -10.8% | -16.0% |
| 6M | +2.5% | -6.4% | +8.9% | +4.0% |
| YTD | +22.8% | +2.5% | +20.3% | +21.0% |
| 1Y | +39.6% | -0.4% | +40.0% | +38.7% |
| 3Y | +2.3% | +38.5% | -36.2% | -9.6% |
| 5Y | -4.3% | +31.7% | -36.0% | -14.6% |
| All | +101.8% | +146.6% | -44.8% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling