+103.5%
V vs AKAM
-23.7%
+127.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.3% | -4.1% | -0.2% |
| 7D | +0.6% | -3.3% | +3.9% | +0.9% |
| 30D | +9.7% | -21.7% | +31.5% | +12.4% |
| 3M | +17.3% | -28.8% | +46.1% | +21.0% |
| 6M | +33.2% | -43.3% | +76.5% | +40.8% |
| YTD | +21.3% | -4.1% | +25.4% | +14.4% |
| 1Y | +27.3% | -3.9% | +31.2% | +19.9% |
| 3Y | +76.1% | -24.4% | +100.5% | +70.2% |
| 5Y | +103.5% | -23.8% | +127.2% | +92.6% |
| All | +103.5% | -23.7% | +127.2% | +92.6% |
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