+688.8%
AKAM vs ITOT
+885.8%
-197.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.4% | +5.5% |
| 7D | +5.4% | -0.4% | +5.8% | +5.8% |
| 30D | -5.9% | -1.6% | -4.3% | -4.1% |
| 3M | -19.6% | +3.5% | -23.2% | -22.5% |
| 6M | +8.5% | +13.1% | -4.7% | -5.0% |
| YTD | +26.9% | +12.7% | +14.2% | +11.4% |
| 1Y | +41.7% | +18.3% | +23.4% | +17.7% |
| 3Y | +5.8% | +76.4% | -70.6% | -44.1% |
| 5Y | -2.3% | +73.8% | -76.1% | -48.7% |
| 10Y | +111.0% | +301.2% | -190.3% | -63.8% |
| All | +688.8% | +885.8% | -197.0% | -61.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling