+101.1%
AKAM vs QSR
+135.2%
-34.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | +1.5% | -4.0% | +5.5% | +2.2% |
| 30D | -13.0% | +2.8% | -15.8% | -13.5% |
| 3M | -19.4% | +5.1% | -24.5% | -20.2% |
| 6M | +0.3% | +8.8% | -8.5% | -1.6% |
| YTD | +22.4% | +14.8% | +7.6% | +18.5% |
| 1Y | +34.8% | +25.7% | +9.1% | +28.1% |
| 3Y | +1.9% | +27.5% | -25.6% | -3.7% |
| 5Y | -4.6% | +41.3% | -45.8% | -12.1% |
| All | +101.1% | +135.2% | -34.0% | +89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 10y: compounded portfolio wealth divided by compounded QSR 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…
10y analysis · Full analysis span regression · 6 months rolling