+1,773.8%
HWM vs AKAM
+51.6%
+1,722.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.2% |
| 7D | -2.1% | -2.1% | 0.0% | -1.7% |
| 30D | -11.0% | -13.9% | +3.0% | -8.2% |
| 3M | +4.0% | -33.8% | +37.9% | +13.3% |
| 6M | -0.2% | +2.2% | -2.4% | -4.1% |
| YTD | +26.7% | +20.6% | +6.1% | +15.1% |
| 1Y | +44.7% | +36.3% | +8.4% | +26.5% |
| 3Y | +426.1% | -0.1% | +426.2% | +386.9% |
| 5Y | +738.5% | -7.5% | +746.0% | +678.4% |
| All | +1,773.8% | +51.6% | +1,722.2% | +1,270.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling