+95.0%
JCI vs AKAM
-21.8%
+116.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -0.9% | -2.0% |
| 7D | +3.2% | +2.8% | +0.4% | +2.5% |
| 30D | -8.6% | -6.9% | -1.7% | -7.2% |
| 3M | -7.7% | -31.8% | +24.1% | -0.3% |
| 6M | -2.6% | -47.0% | +44.4% | +10.5% |
| YTD | +17.4% | -2.1% | +19.5% | +10.6% |
| 1Y | +16.9% | -3.7% | +20.6% | +10.7% |
| 3Y | +186.7% | -23.0% | +209.8% | +180.1% |
| All | +95.0% | -21.8% | +116.9% | +92.2% |
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 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