+340.5%
JCI vs AKAM
+103.9%
+236.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.6% | +2.3% |
| 7D | +0.7% | +1.5% | -0.8% | +0.4% |
| 30D | -4.4% | -13.0% | +8.6% | -1.8% |
| 3M | +1.7% | -19.4% | +21.0% | +5.6% |
| 6M | +8.8% | +0.3% | +8.5% | +6.0% |
| YTD | +22.6% | +22.4% | +0.2% | +12.6% |
| 1Y | +36.2% | +34.8% | +1.4% | +21.4% |
| 3Y | +168.0% | +1.9% | +166.1% | +149.1% |
| 5Y | +113.5% | -4.6% | +118.0% | +99.2% |
| All | +340.5% | +103.9% | +236.6% | +243.2% |
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