+1.1%
AKAM vs ROIV
+232.7%
-231.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.3% |
| 7D | -2.1% | +0.6% | -2.7% | -2.1% |
| 30D | -13.9% | +1.0% | -14.9% | -14.0% |
| 3M | -33.8% | +18.3% | -52.1% | -34.6% |
| 6M | +2.2% | +18.3% | -16.2% | +0.7% |
| YTD | +20.6% | +61.0% | -40.4% | +16.3% |
| 1Y | +36.3% | +177.9% | -141.6% | +27.1% |
| 3Y | -0.1% | +199.1% | -199.2% | -8.0% |
| 5Y | -7.5% | +250.7% | -258.2% | -18.2% |
| All | +1.1% | +232.7% | -231.6% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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