+479.4%
ASX vs AKAM
-2.4%
+481.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.9% | -1.3% | +2.0% |
| 7D | +11.1% | +5.4% | +5.7% | +9.3% |
| 30D | +9.6% | -5.9% | +15.5% | +11.7% |
| 3M | +18.6% | -19.6% | +38.3% | +26.2% |
| 6M | +92.1% | +8.5% | +83.7% | +83.1% |
| YTD | +158.5% | +26.9% | +131.5% | +128.4% |
| 1Y | +271.9% | +41.7% | +230.2% | +212.0% |
| 3Y | +465.2% | +5.8% | +459.4% | +410.9% |
| 5Y | +479.4% | -2.3% | +481.7% | +453.9% |
| All | +479.4% | -2.4% | +481.9% | +453.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AKAM.
Daily Out/Under-Performance
Portfolio return minus AKAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AKAM 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 AKAM 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