-68.3%
U vs AKAM
-2.4%
-65.8%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.9% | -5.4% | -3.1% |
| 7D | +4.4% | +5.4% | -1.0% | +1.4% |
| 30D | -1.3% | -5.9% | +4.6% | +1.3% |
| 3M | +49.6% | -19.6% | +69.2% | +64.9% |
| 6M | +100.2% | +8.5% | +91.7% | +68.3% |
| YTD | -3.7% | +26.9% | -30.6% | -31.7% |
| 1Y | -6.5% | +41.7% | -48.2% | -40.7% |
| 3Y | +12.9% | +5.8% | +7.1% | -14.3% |
| 5Y | -68.3% | -2.3% | -66.0% | -71.8% |
| All | -68.3% | -2.4% | -65.8% | -71.8% |
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