-2.3%
AKAM vs XRT
-2.4%
0.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.6% | +6.5% | +5.6% |
| 7D | +5.4% | -2.4% | +7.8% | +6.5% |
| 30D | -5.9% | -6.9% | +1.1% | -2.9% |
| 3M | -19.6% | -0.4% | -19.2% | -19.9% |
| 6M | +8.5% | +2.2% | +6.2% | +6.5% |
| YTD | +26.9% | -0.7% | +27.6% | +26.2% |
| 1Y | +41.7% | -2.0% | +43.7% | +41.6% |
| 3Y | +5.8% | +41.0% | -35.2% | -9.6% |
| 5Y | -2.3% | -3.3% | +1.0% | -8.5% |
| All | -2.3% | -2.4% | 0.0% | -8.5% |
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