-6.9%
AKAM vs IBB
+20.0%
-26.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.5% | +1.5% |
| 7D | -0.8% | -1.7% | +0.9% | 0.0% |
| 30D | -4.5% | +4.9% | -9.3% | -7.1% |
| 3M | -25.6% | +24.2% | -49.8% | -34.4% |
| 6M | +5.7% | +23.8% | -18.1% | -6.9% |
| YTD | +21.0% | +23.0% | -1.9% | +6.9% |
| 1Y | +33.9% | +46.2% | -12.3% | +7.2% |
| 3Y | +0.9% | +64.8% | -63.9% | -25.5% |
| 5Y | -6.9% | +20.9% | -27.8% | -23.8% |
| All | -6.9% | +20.0% | -26.8% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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