-21.3%
AKAM vs WU
-43.8%
+22.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.7% | -1.6% |
| 7D | +2.8% | -2.0% | +4.8% | +3.2% |
| 30D | -6.9% | +11.4% | -18.3% | -9.6% |
| 3M | -31.8% | -6.8% | -25.0% | -31.0% |
| 6M | -47.0% | -14.6% | -32.4% | -45.7% |
| YTD | -2.1% | -20.6% | +18.5% | +1.9% |
| 1Y | -3.7% | -15.4% | +11.7% | -1.8% |
| 3Y | -23.0% | -23.6% | +0.6% | -20.4% |
| All | -21.3% | -43.8% | +22.5% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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