-4.3%
AKAM vs XHB
+30.4%
-34.7%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -0.9% | -2.3% |
| 7D | +0.6% | -5.2% | +5.8% | +2.9% |
| 30D | -8.2% | -12.1% | +4.0% | -3.1% |
| 3M | -17.6% | -6.2% | -11.4% | -16.0% |
| 6M | +2.5% | -6.7% | +9.2% | +4.2% |
| YTD | +22.8% | -5.5% | +28.2% | +23.2% |
| 1Y | +39.6% | -15.6% | +55.2% | +47.7% |
| 3Y | +2.3% | +22.0% | -19.7% | -10.4% |
| 5Y | -4.3% | +31.8% | -36.1% | -24.1% |
| All | -4.3% | +30.4% | -34.7% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 5y: compounded portfolio wealth divided by compounded XHB 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…
5y analysis · Full analysis span regression · 6 months rolling