+101.1%
AKAM vs XEL
+151.6%
-50.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +1.5% | -0.3% | +1.8% | +1.6% |
| 30D | -13.0% | -3.9% | -9.1% | -12.1% |
| 3M | -19.4% | -2.8% | -16.6% | -19.0% |
| 6M | +0.3% | -5.4% | +5.7% | +1.3% |
| YTD | +22.4% | +3.8% | +18.6% | +20.3% |
| 1Y | +34.8% | +6.8% | +28.0% | +31.2% |
| 3Y | +1.9% | +45.6% | -43.6% | -10.9% |
| 5Y | -4.6% | +30.7% | -35.3% | -14.0% |
| All | +101.1% | +151.6% | -50.4% | +68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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