+78.7%
AKAM vs QSR
+206.0%
-127.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.6% | +6.5% | +5.2% |
| 7D | +5.4% | -2.4% | +7.7% | +5.9% |
| 30D | -5.9% | +5.7% | -11.6% | -7.1% |
| 3M | -19.6% | +6.9% | -26.6% | -21.0% |
| 6M | +8.5% | +6.9% | +1.6% | +6.4% |
| YTD | +26.9% | +14.9% | +12.0% | +22.0% |
| 1Y | +41.7% | +29.1% | +12.6% | +32.4% |
| 3Y | +5.8% | +26.1% | -20.3% | -1.1% |
| 5Y | -2.3% | +42.3% | -44.6% | -11.7% |
| 10Y | +111.0% | +134.0% | -23.0% | +63.1% |
| All | +78.7% | +206.0% | -127.3% | +25.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling