-4.5%
AKAM vs WY
-22.2%
+17.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | +1.5% | -4.2% | +5.7% | +3.0% |
| 30D | -13.0% | -10.1% | -2.9% | -9.9% |
| 3M | -19.4% | -8.5% | -10.9% | -17.5% |
| 6M | +0.3% | -3.3% | +3.6% | +0.1% |
| YTD | +22.4% | -4.4% | +26.8% | +22.0% |
| 1Y | +34.8% | -11.5% | +46.3% | +38.6% |
| 3Y | +1.9% | -24.3% | +26.3% | +9.5% |
| All | -4.5% | -22.2% | +17.8% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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