+114.4%
JCI vs AKAM
-5.1%
+119.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.6% |
| 3M | +1.7% | -19.4% | +21.0% | +5.9% |
| 6M | +8.8% | +0.3% | +8.5% | +5.6% |
| YTD | +22.6% | +22.4% | +0.2% | +10.6% |
| 1Y | +36.2% | +34.8% | +1.4% | +18.2% |
| 3Y | +168.0% | +1.9% | +166.1% | +143.4% |
| All | +114.4% | -5.1% | +119.5% | +106.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling