+35.5%
ORCL vs AKAM
-26.7%
+62.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.4% | +6.5% | +4.2% |
| 7D | +0.5% | -7.4% | +7.9% | +2.8% |
| 30D | -15.3% | -24.9% | +9.6% | -7.5% |
| 3M | -18.2% | -27.4% | +9.1% | -10.0% |
| 6M | -38.4% | -45.6% | +7.2% | -26.8% |
| YTD | -37.7% | -8.0% | -29.7% | -38.0% |
| 1Y | -49.3% | -4.1% | -45.1% | -50.2% |
| 3Y | +10.6% | -26.9% | +37.5% | +14.6% |
| 5Y | +35.5% | -26.6% | +62.1% | +38.8% |
| All | +35.5% | -26.7% | +62.2% | +38.8% |
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