+115.7%
KMI vs AKAM
+153.8%
-38.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.5% | +1.8% |
| 7D | -0.4% | -0.8% | +0.4% | -0.3% |
| 30D | +3.7% | -4.5% | +8.1% | +4.2% |
| 3M | +3.2% | -25.6% | +28.7% | +7.2% |
| 6M | -3.0% | +5.7% | -8.7% | -6.0% |
| YTD | +19.7% | +21.0% | -1.4% | +12.7% |
| 1Y | +25.6% | +33.9% | -8.3% | +15.8% |
| 3Y | +120.2% | +0.9% | +119.3% | +108.9% |
| 5Y | +160.5% | -6.9% | +167.3% | +147.6% |
| 10Y | +134.8% | +97.4% | +37.4% | +87.1% |
| All | +115.7% | +153.8% | -38.1% | +42.2% |
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