-2.3%
AKAM vs WEC
+30.7%
-33.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.8% | +5.7% | +5.1% |
| 7D | +5.4% | +0.4% | +5.0% | +5.3% |
| 30D | -5.9% | +0.9% | -6.8% | -6.1% |
| 3M | -19.6% | -5.3% | -14.3% | -18.8% |
| 6M | +8.5% | -6.6% | +15.0% | +9.8% |
| YTD | +26.9% | +3.3% | +23.7% | +24.9% |
| 1Y | +41.7% | +2.1% | +39.6% | +39.8% |
| 3Y | +5.8% | +39.6% | -33.8% | -5.0% |
| 5Y | -2.3% | +31.2% | -33.5% | -10.9% |
| All | -2.3% | +30.7% | -33.0% | -10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling