-20.7%
AKAM vs XRT
-1.3%
-19.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.6% |
| 7D | +0.9% | -1.4% | +2.3% | +1.5% |
| 30D | -14.7% | +9.8% | -24.5% | -18.5% |
| 3M | -25.7% | +3.3% | -29.0% | -27.1% |
| 6M | -43.4% | +13.6% | -56.9% | -47.1% |
| YTD | -0.7% | +9.1% | -9.7% | -5.6% |
| 1Y | -4.3% | +15.1% | -19.4% | -11.5% |
| 3Y | -21.7% | +59.9% | -81.7% | -36.8% |
| 5Y | -20.7% | -1.7% | -19.0% | -27.4% |
| All | -20.7% | -1.3% | -19.4% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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