+48.8%
PFE vs AKAM
+29.8%
+19.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.4% |
| 7D | -1.7% | +2.8% | -4.5% | -2.1% |
| 30D | +0.3% | -6.9% | +7.2% | +1.1% |
| 3M | +9.4% | -31.8% | +41.2% | +14.7% |
| 6M | +14.9% | -47.0% | +61.9% | +24.6% |
| YTD | +23.8% | -2.1% | +25.9% | +18.2% |
| 1Y | +19.5% | -3.7% | +23.2% | +14.4% |
| 3Y | +21.0% | -23.0% | +44.1% | +18.1% |
| 5Y | -23.9% | -23.4% | -0.5% | -26.6% |
| All | +48.8% | +29.8% | +19.0% | +26.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling