+374.9%
V vs AKAM
+104.5%
+270.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.3% | +3.2% | +0.6% |
| 7D | -3.0% | +0.6% | -3.6% | -3.2% |
| 30D | +1.2% | -8.2% | +9.4% | +2.6% |
| 3M | +13.9% | -17.6% | +31.5% | +17.4% |
| 6M | +17.2% | +2.5% | +14.7% | +12.3% |
| YTD | +5.3% | +22.8% | -17.5% | -4.9% |
| 1Y | +9.5% | +39.6% | -30.1% | -5.1% |
| 3Y | +51.9% | +2.3% | +49.6% | +38.8% |
| 5Y | +69.6% | -4.3% | +73.9% | +55.7% |
| All | +374.9% | +104.5% | +270.4% | +257.1% |
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