+72.9%
BAC vs AKAM
-6.8%
+79.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.8% | -0.5% |
| 7D | +1.2% | -0.8% | +2.0% | +1.3% |
| 30D | -0.7% | -4.5% | +3.7% | -0.3% |
| 3M | +16.9% | -25.6% | +42.5% | +21.5% |
| 6M | +29.6% | +5.7% | +23.9% | +24.0% |
| YTD | +15.3% | +21.0% | -5.8% | +5.4% |
| 1Y | +28.8% | +33.9% | -5.1% | +14.2% |
| 3Y | +136.4% | +0.9% | +135.5% | +118.9% |
| 5Y | +72.9% | -6.9% | +79.8% | +57.6% |
| All | +72.9% | -6.8% | +79.7% | +57.6% |
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 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