+1,057.8%
TER vs AKAM
+31.6%
+1,026.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.6% | -0.7% |
| 7D | +24.0% | +11.2% | +12.8% | +18.5% |
| 30D | -30.6% | -13.4% | -17.3% | -26.5% |
| 3M | -34.5% | -29.5% | -5.0% | -25.0% |
| 6M | -26.4% | -42.1% | +15.8% | -9.6% |
| YTD | +36.4% | -0.8% | +37.2% | +28.7% |
| 1Y | +47.4% | -3.9% | +51.3% | +40.7% |
| 3Y | +202.6% | -21.9% | +224.4% | +203.0% |
| 5Y | +83.9% | -22.4% | +106.3% | +82.2% |
| All | +1,057.8% | +31.6% | +1,026.1% | +783.4% |
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