+101.1%
AKAM vs WPM
+558.4%
-457.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.6% |
| 7D | +1.5% | -0.6% | +2.0% | +1.6% |
| 30D | -13.0% | +14.4% | -27.4% | -14.5% |
| 3M | -19.4% | +37.0% | -56.4% | -22.7% |
| 6M | +0.3% | +4.1% | -3.8% | -1.0% |
| YTD | +22.4% | +31.7% | -9.3% | +16.9% |
| 1Y | +34.8% | +44.2% | -9.3% | +26.9% |
| 3Y | +1.9% | +265.5% | -263.5% | -15.2% |
| 5Y | -4.6% | +262.5% | -267.1% | -21.7% |
| All | +101.1% | +558.4% | -457.3% | +62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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