+440.3%
AXP vs AKAM
+23.5%
+416.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +1.7% |
| 7D | -1.1% | -7.4% | +6.3% | +0.3% |
| 30D | +5.2% | -24.9% | +30.2% | +11.0% |
| 3M | -4.6% | -27.4% | +22.8% | +0.7% |
| 6M | +3.2% | -45.6% | +48.9% | +14.9% |
| YTD | -11.3% | -8.0% | -3.4% | -16.6% |
| 1Y | -11.0% | -4.1% | -6.9% | -17.4% |
| 3Y | +120.2% | -26.9% | +147.0% | +113.9% |
| 5Y | +91.7% | -26.6% | +118.3% | +82.9% |
| 10Y | +440.3% | +20.7% | +419.7% | +331.6% |
| All | +440.3% | +23.5% | +416.8% | +331.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling