+150.6%
KMI vs AKAM
-5.1%
+155.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -1.7% | +1.5% | -3.2% | -1.9% |
| 30D | -2.7% | -13.0% | +10.3% | -1.7% |
| 3M | -0.7% | -19.4% | +18.7% | +0.9% |
| 6M | -5.0% | +0.3% | -5.3% | -6.5% |
| YTD | +15.5% | +22.4% | -6.9% | +10.2% |
| 1Y | +16.4% | +34.8% | -18.4% | +9.3% |
| 3Y | +114.2% | +1.9% | +112.2% | +104.5% |
| All | +150.6% | -5.1% | +155.7% | +136.1% |
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