+6.0%
LOW vs AKAM
-5.8%
+11.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.3% | +2.3% | -0.5% |
| 7D | -2.6% | +0.6% | -3.2% | -2.7% |
| 30D | -11.1% | -8.2% | -3.0% | -10.2% |
| 3M | -8.5% | -17.6% | +9.1% | -6.3% |
| 6M | -20.8% | +2.5% | -23.4% | -24.2% |
| YTD | -17.2% | +22.8% | -40.0% | -25.1% |
| 1Y | -24.7% | +39.6% | -64.3% | -34.6% |
| 3Y | -9.7% | +2.3% | -12.1% | -17.3% |
| 5Y | +6.0% | -4.3% | +10.3% | -1.8% |
| All | +6.0% | -5.8% | +11.8% | -1.8% |
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