-12.1%
DOW vs AKAM
+47.1%
-59.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.7% | -2.0% |
| 7D | -1.4% | +1.5% | -2.9% | -1.8% |
| 30D | -3.9% | -13.0% | +9.1% | -0.7% |
| 3M | -12.7% | -19.4% | +6.7% | -8.4% |
| 6M | -13.7% | +0.3% | -14.0% | -17.7% |
| YTD | +28.4% | +22.4% | +6.0% | +12.9% |
| 1Y | +21.8% | +34.8% | -13.1% | +2.9% |
| 3Y | -35.7% | +1.9% | -37.7% | -42.4% |
| 5Y | -36.8% | -4.6% | -32.2% | -43.3% |
| All | -12.1% | +47.1% | -59.2% | -41.5% |
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