+14.7%
FXI vs AKAM
+103.9%
-89.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | -3.9% | +1.5% | -5.4% | -4.2% |
| 30D | -2.1% | -13.0% | +10.9% | +0.3% |
| 3M | -0.5% | -19.4% | +18.9% | +3.0% |
| 6M | -4.5% | +0.3% | -4.8% | -7.1% |
| YTD | -9.2% | +22.4% | -31.6% | -16.3% |
| 1Y | -13.8% | +34.8% | -48.6% | -22.7% |
| 3Y | +36.6% | +1.9% | +34.6% | +27.5% |
| 5Y | -6.7% | -4.6% | -2.1% | -12.7% |
| All | +14.7% | +103.9% | -89.2% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AKAM.
Daily Out/Under-Performance
Portfolio return minus AKAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AKAM 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 AKAM 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