+32.2%
CVS vs AKAM
-5.1%
+37.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.6% |
| 7D | -2.2% | +1.5% | -3.6% | -2.3% |
| 30D | -0.1% | -13.0% | +13.0% | +1.2% |
| 3M | -5.2% | -19.4% | +14.2% | -3.5% |
| 6M | +26.9% | +0.3% | +26.6% | +25.1% |
| YTD | +22.1% | +22.4% | -0.3% | +16.5% |
| 1Y | +30.8% | +34.8% | -4.0% | +22.8% |
| 3Y | +54.4% | +1.9% | +52.4% | +49.1% |
| All | +32.2% | -5.1% | +37.3% | +23.8% |
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