+101.1%
AKAM vs SPXU
-99.6%
+200.7%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -1.0% |
| 7D | +1.5% | +2.5% | -1.0% | +2.2% |
| 30D | -13.0% | +4.2% | -17.2% | -11.8% |
| 3M | -19.4% | -9.3% | -10.1% | -21.0% |
| 6M | +0.3% | -30.7% | +31.0% | -7.5% |
| YTD | +22.4% | -28.1% | +50.5% | +14.4% |
| 1Y | +34.8% | -35.2% | +70.1% | +23.2% |
| 3Y | +1.9% | -79.9% | +81.9% | -26.0% |
| 5Y | -4.6% | -86.4% | +81.8% | -30.0% |
| All | +101.1% | -99.6% | +200.7% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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