-21.3%
AKAM vs WPM
+210.4%
-231.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.1% | -1.3% |
| 7D | +2.8% | -3.6% | +6.3% | +3.2% |
| 30D | -6.9% | +1.4% | -8.3% | -7.4% |
| 3M | -31.8% | -0.2% | -31.7% | -32.2% |
| 6M | -47.0% | -7.3% | -39.7% | -46.9% |
| YTD | -2.1% | +12.3% | -14.5% | -6.7% |
| 1Y | -3.7% | +24.9% | -28.6% | -10.1% |
| 3Y | -23.0% | +210.4% | -233.4% | -42.5% |
| All | -21.3% | +210.4% | -231.6% | -41.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling