+368.5%
PSX vs AKAM
-2.4%
+371.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.9% | -4.2% | -0.1% |
| 7D | +1.8% | +5.4% | -3.6% | +1.0% |
| 30D | +21.6% | -5.9% | +27.5% | +22.6% |
| 3M | +46.5% | -19.6% | +66.1% | +50.7% |
| 6M | +62.0% | +8.5% | +53.5% | +55.9% |
| YTD | +106.3% | +26.9% | +79.4% | +90.3% |
| 1Y | +103.0% | +41.7% | +61.3% | +81.6% |
| 3Y | +135.5% | +5.8% | +129.7% | +117.1% |
| 5Y | +368.5% | -2.3% | +370.8% | +319.8% |
| All | +368.5% | -2.4% | +371.0% | +319.8% |
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