-4.7%
AKAM vs IOT
+55.2%
-59.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.7% | +8.6% | +5.3% |
| 7D | +5.4% | +5.1% | +0.3% | +4.7% |
| 30D | -5.9% | -3.0% | -2.8% | -5.6% |
| 3M | -19.6% | +15.0% | -34.6% | -21.4% |
| 6M | +8.5% | +13.1% | -4.7% | +5.8% |
| YTD | +26.9% | +9.0% | +17.9% | +23.8% |
| 1Y | +41.7% | +0.1% | +41.6% | +39.1% |
| 3Y | +5.8% | +26.4% | -20.6% | -1.3% |
| All | -4.7% | +55.2% | -59.9% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 all: compounded portfolio wealth divided by compounded IOT 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…
all analysis · Full analysis span regression · 6 months rolling