+192.5%
JNJ vs AKAM
+103.9%
+88.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -3.5% | +1.5% | -5.0% | -3.7% |
| 30D | +2.3% | -13.0% | +15.3% | +3.8% |
| 3M | +12.0% | -19.4% | +31.4% | +14.3% |
| 6M | +10.5% | +0.3% | +10.2% | +8.0% |
| YTD | +30.4% | +22.4% | +8.0% | +23.1% |
| 1Y | +52.1% | +34.8% | +17.3% | +41.1% |
| 3Y | +77.8% | +1.9% | +75.9% | +69.2% |
| 5Y | +82.9% | -4.6% | +87.5% | +74.2% |
| All | +192.5% | +103.9% | +88.6% | +138.5% |
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