+77.8%
JNJ vs AKAM
+0.9%
+76.9%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -3.5% | +1.5% | -5.0% | -3.5% |
| 30D | +2.3% | -13.0% | +15.3% | +2.5% |
| 3M | +12.0% | -19.4% | +31.4% | +12.5% |
| 6M | +10.5% | +0.3% | +10.2% | +9.7% |
| YTD | +30.4% | +22.4% | +8.0% | +28.2% |
| 1Y | +52.1% | +34.8% | +17.3% | +49.0% |
| 3Y | +77.8% | +1.9% | +75.9% | +70.9% |
| All | +77.8% | +0.9% | +76.9% | +70.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling