+63.6%
DIA vs AKAM
-2.4%
+66.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.9% | -5.6% | -1.5% |
| 7D | -1.2% | +5.4% | -6.6% | -2.0% |
| 30D | -2.7% | -5.9% | +3.2% | -1.9% |
| 3M | +3.3% | -19.6% | +22.9% | +6.4% |
| 6M | +10.4% | +8.5% | +2.0% | +6.1% |
| YTD | +10.0% | +26.9% | -16.9% | +1.0% |
| 1Y | +16.2% | +41.7% | -25.5% | +3.4% |
| 3Y | +58.7% | +5.8% | +52.9% | +46.8% |
| 5Y | +63.6% | -2.3% | +65.9% | +54.8% |
| All | +63.6% | -2.4% | +66.0% | +54.8% |
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