+0.9%
AKAM vs Z
-37.5%
+38.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.4% | +6.8% | +1.4% |
| 7D | -0.8% | -3.3% | +2.5% | -0.3% |
| 30D | -4.5% | -3.7% | -0.7% | -4.2% |
| 3M | -25.6% | -7.0% | -18.6% | -25.1% |
| 6M | +5.7% | -29.5% | +35.2% | +10.9% |
| YTD | +21.0% | -52.6% | +73.6% | +36.9% |
| 1Y | +33.9% | -64.0% | +97.9% | +59.7% |
| 3Y | +0.9% | -36.4% | +37.3% | +10.7% |
| All | +0.9% | -37.5% | +38.3% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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