-22.2%
PFE vs AKAM
-6.8%
-15.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.4% |
| 7D | -2.7% | -0.8% | -1.9% | -2.6% |
| 30D | +3.8% | -4.5% | +8.3% | +4.2% |
| 3M | +10.4% | -25.6% | +35.9% | +13.4% |
| 6M | +6.3% | +5.7% | +0.5% | +3.2% |
| YTD | +17.4% | +21.0% | -3.7% | +11.1% |
| 1Y | +21.1% | +33.9% | -12.8% | +12.8% |
| 3Y | -1.6% | +0.9% | -2.5% | -6.9% |
| 5Y | -22.2% | -6.9% | -15.3% | -26.0% |
| All | -22.2% | -6.8% | -15.4% | -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 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