+40.9%
DUK vs AKAM
-5.1%
+46.1%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | +0.1% |
| 7D | -0.7% | +1.5% | -2.2% | -0.7% |
| 30D | -2.4% | -13.0% | +10.6% | -2.0% |
| 3M | -3.0% | -19.4% | +16.4% | -2.2% |
| 6M | -6.6% | +0.3% | -6.9% | -7.6% |
| YTD | +4.6% | +22.4% | -17.8% | +1.5% |
| 1Y | +1.2% | +34.8% | -33.6% | -2.6% |
| 3Y | +45.7% | +1.9% | +43.7% | +42.2% |
| All | +40.9% | -5.1% | +46.1% | +34.8% |
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