+1.9%
AKAM vs ITOT
+75.8%
-73.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -1.2% |
| 7D | +1.5% | -0.9% | +2.4% | +2.5% |
| 30D | -13.0% | -1.5% | -11.6% | -11.6% |
| 3M | -19.4% | +3.6% | -22.9% | -22.2% |
| 6M | +0.3% | +13.7% | -13.4% | -11.2% |
| YTD | +22.4% | +12.9% | +9.5% | +8.8% |
| 1Y | +34.8% | +17.2% | +17.7% | +15.4% |
| 3Y | +1.9% | +75.6% | -73.7% | -37.0% |
| All | +1.9% | +75.8% | -73.8% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling