+1,802.9%
TER vs AKAM
+104.5%
+1,698.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.3% | -0.2% | -2.3% |
| 7D | +9.4% | +0.6% | +8.8% | +9.1% |
| 30D | -2.4% | -8.2% | +5.7% | +1.0% |
| 3M | +6.5% | -17.6% | +24.1% | +14.3% |
| 6M | +23.2% | +2.5% | +20.7% | +18.3% |
| YTD | +91.5% | +22.8% | +68.7% | +67.1% |
| 1Y | +214.8% | +39.6% | +175.2% | +156.5% |
| 3Y | +275.3% | +2.3% | +273.0% | +238.4% |
| 5Y | +211.9% | -4.3% | +216.2% | +185.8% |
| All | +1,802.9% | +104.5% | +1,698.4% | +1,242.1% |
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