-14.3%
AKAM vs QQQI
+57.7%
-72.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -1.2% |
| 7D | +1.5% | -0.3% | +1.8% | +1.8% |
| 30D | -13.0% | -0.3% | -12.7% | -12.7% |
| 3M | -19.4% | +1.3% | -20.7% | -20.4% |
| 6M | +0.3% | +11.5% | -11.2% | -8.4% |
| YTD | +22.4% | +11.3% | +11.1% | +11.8% |
| 1Y | +34.8% | +16.9% | +18.0% | +17.3% |
| All | -14.3% | +57.7% | -72.0% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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