-6.4%
SBUX vs AKAM
-5.8%
-0.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.3% | +2.4% | -0.2% |
| 7D | -6.2% | +0.6% | -6.8% | -6.4% |
| 30D | -6.4% | -8.2% | +1.7% | -5.2% |
| 3M | +1.0% | -17.6% | +18.6% | +4.1% |
| 6M | -0.4% | +2.5% | -2.9% | -4.5% |
| YTD | +20.0% | +22.8% | -2.8% | +7.7% |
| 1Y | +22.8% | +39.6% | -16.8% | +5.7% |
| 3Y | +12.3% | +2.3% | +10.0% | +1.5% |
| 5Y | -6.4% | -4.3% | -2.1% | -15.6% |
| All | -6.4% | -5.8% | -0.6% | -15.6% |
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