+101.8%
AKAM vs SPG
+64.3%
+37.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.3% | -3.3% |
| 7D | +0.6% | -2.2% | +2.8% | +0.8% |
| 30D | -8.2% | -5.8% | -2.4% | -7.7% |
| 3M | -17.6% | -2.8% | -14.8% | -17.5% |
| 6M | +2.5% | +8.9% | -6.4% | +1.4% |
| YTD | +22.8% | +14.3% | +8.5% | +20.7% |
| 1Y | +39.6% | +19.5% | +20.1% | +36.6% |
| 3Y | +2.3% | +106.9% | -104.5% | -3.9% |
| 5Y | -4.3% | +108.7% | -113.0% | -10.6% |
| All | +101.8% | +64.3% | +37.5% | +103.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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