+381.1%
AKAM vs XHB
+167.3%
+213.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +1.7% |
| 7D | -0.8% | +0.2% | -1.0% | -0.9% |
| 30D | -4.5% | -9.1% | +4.6% | +0.2% |
| 3M | -25.6% | -2.3% | -23.2% | -25.4% |
| 6M | +5.7% | -4.1% | +9.8% | +6.5% |
| YTD | +21.0% | -1.7% | +22.8% | +19.5% |
| 1Y | +33.9% | -15.1% | +49.0% | +42.9% |
| 3Y | +0.9% | +26.8% | -25.9% | -15.4% |
| 5Y | -6.9% | +37.3% | -44.2% | -27.3% |
| 10Y | +97.4% | +205.7% | -108.3% | -10.3% |
| All | +381.1% | +167.3% | +213.9% | +84.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling