+5.7%
AKAM vs WEC
+40.3%
-34.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.8% | +5.7% | +4.9% |
| 7D | +5.4% | +0.4% | +5.0% | +5.3% |
| 30D | -5.9% | +0.9% | -6.8% | -6.0% |
| 3M | -19.6% | -5.3% | -14.3% | -19.3% |
| 6M | +8.5% | -6.6% | +15.0% | +9.1% |
| YTD | +26.9% | +3.3% | +23.7% | +25.3% |
| 1Y | +41.7% | +2.1% | +39.6% | +40.1% |
| All | +5.7% | +40.3% | -34.5% | -0.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling