+296.1%
RCL vs AKAM
-23.7%
+319.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.3% | -3.4% | -0.3% |
| 7D | +8.5% | -3.3% | +11.8% | +9.3% |
| 30D | +20.4% | -21.7% | +42.1% | +28.3% |
| 3M | +11.0% | -28.8% | +39.8% | +20.7% |
| 6M | +24.9% | -43.3% | +68.2% | +44.5% |
| YTD | +23.9% | -4.1% | +27.9% | +10.3% |
| 1Y | +30.8% | -3.9% | +34.7% | +16.2% |
| 3Y | +270.4% | -24.4% | +294.8% | +251.2% |
| 5Y | +296.1% | -23.8% | +319.9% | +251.7% |
| All | +296.1% | -23.7% | +319.8% | +251.7% |
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