+532.8%
AKAM vs SIMO
+2,080.4%
-1,547.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +4.2% | +2.6% | +5.9% |
| 7D | -10.4% | -22.0% | +11.6% | -5.9% |
| 30D | -20.6% | -43.0% | +22.5% | -11.6% |
| 3M | -29.9% | -39.1% | +9.2% | -23.8% |
| 6M | -31.9% | -33.3% | +1.4% | -28.6% |
| YTD | -4.8% | +77.0% | -81.7% | -20.4% |
| 1Y | +13.8% | +73.0% | -59.2% | -4.6% |
| 3Y | -23.4% | +215.7% | -239.1% | -44.8% |
| 5Y | -22.6% | +155.6% | -178.2% | -44.4% |
| 10Y | +26.3% | +388.4% | -362.1% | -26.7% |
| All | +532.8% | +2,080.4% | -1,547.6% | +107.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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