+154.4%
TRV vs AKAM
-4.8%
+159.2%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.3% | +3.8% | +0.8% |
| 7D | -1.5% | +0.6% | -2.1% | -1.5% |
| 30D | -1.8% | -8.2% | +6.4% | -1.3% |
| 3M | +21.6% | -17.6% | +39.2% | +23.0% |
| 6M | +22.5% | +2.5% | +19.9% | +20.0% |
| YTD | +28.1% | +22.8% | +5.4% | +21.9% |
| 1Y | +37.0% | +39.6% | -2.6% | +27.8% |
| 3Y | +141.9% | +2.3% | +139.5% | +129.7% |
| All | +154.4% | -4.8% | +159.2% | +144.2% |
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