+76.1%
TER vs AKAM
-23.7%
+99.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.3% | -4.5% | -1.9% |
| 7D | -8.9% | -3.3% | -5.6% | -7.6% |
| 30D | -39.1% | -21.7% | -17.3% | -33.2% |
| 3M | -32.8% | -28.8% | -3.9% | -23.9% |
| 6M | -31.7% | -43.3% | +11.6% | -16.7% |
| YTD | +26.9% | -4.1% | +31.0% | +21.6% |
| 1Y | +33.6% | -3.9% | +37.5% | +27.4% |
| 3Y | +181.5% | -24.4% | +205.9% | +187.1% |
| 5Y | +76.1% | -23.8% | +99.9% | +75.5% |
| All | +76.1% | -23.7% | +99.9% | +75.5% |
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