+425.2%
AKAM vs SPXU
-100.0%
+525.2%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +1.0% |
| 7D | -0.8% | -1.5% | +0.7% | -1.3% |
| 30D | -4.5% | +3.7% | -8.2% | -3.0% |
| 3M | -25.6% | -9.6% | -16.0% | -27.3% |
| 6M | +5.7% | -32.4% | +38.1% | -5.1% |
| YTD | +21.0% | -28.7% | +49.7% | +11.0% |
| 1Y | +33.9% | -38.2% | +72.1% | +17.8% |
| 3Y | +0.9% | -80.4% | +81.3% | -33.3% |
| 5Y | -6.9% | -86.0% | +79.2% | -36.7% |
| 10Y | +97.4% | -99.5% | +196.9% | -48.4% |
| All | +425.2% | -100.0% | +525.2% | -62.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling