+4.6%
AKAM vs JEPI
+94.5%
-90.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.1% |
| 7D | -0.8% | -0.2% | -0.6% | -0.5% |
| 30D | -4.5% | -0.6% | -3.9% | -3.8% |
| 3M | -25.6% | +4.8% | -30.4% | -29.9% |
| 6M | +5.7% | +2.1% | +3.6% | +2.7% |
| YTD | +21.0% | +4.8% | +16.2% | +13.5% |
| 1Y | +33.9% | +8.4% | +25.4% | +20.4% |
| 3Y | +0.9% | +30.8% | -29.9% | -26.6% |
| 5Y | -6.9% | +41.0% | -47.8% | -37.9% |
| All | +4.6% | +94.5% | -90.0% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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