+2.3%
AKAM vs WPM
+259.8%
-257.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.7% | +0.4% | -2.8% |
| 7D | +0.6% | -3.6% | +4.2% | +1.1% |
| 30D | -8.2% | +12.5% | -20.7% | -9.6% |
| 3M | -17.6% | +40.6% | -58.2% | -21.7% |
| 6M | +2.5% | +0.5% | +2.0% | +0.9% |
| YTD | +22.8% | +29.0% | -6.3% | +16.3% |
| 1Y | +39.6% | +43.8% | -4.2% | +29.6% |
| All | +2.3% | +259.8% | -257.5% | -19.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling