+65.8%
EMR vs AKAM
-2.4%
+68.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.9% | -6.1% | -2.2% |
| 7D | +0.9% | +5.4% | -4.5% | -0.2% |
| 30D | -5.0% | -5.9% | +0.9% | -3.9% |
| 3M | +5.9% | -19.6% | +25.6% | +10.1% |
| 6M | +7.3% | +8.5% | -1.1% | +2.3% |
| YTD | +14.6% | +26.9% | -12.4% | +3.3% |
| 1Y | +15.6% | +41.7% | -26.1% | +0.4% |
| 3Y | +60.2% | +5.8% | +54.4% | +46.1% |
| 5Y | +65.8% | -2.3% | +68.2% | +57.4% |
| All | +65.8% | -2.4% | +68.3% | +57.4% |
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