+1,112.1%
PSX vs AKAM
+192.1%
+920.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.4% |
| 7D | +4.5% | -2.1% | +6.6% | +4.9% |
| 30D | +26.6% | -13.9% | +40.6% | +30.0% |
| 3M | +39.3% | -33.8% | +73.1% | +49.9% |
| 6M | +56.8% | +2.2% | +54.6% | +51.9% |
| YTD | +101.8% | +20.6% | +81.2% | +86.8% |
| 1Y | +99.6% | +36.3% | +63.3% | +78.8% |
| 3Y | +140.3% | -0.1% | +140.5% | +126.0% |
| 5Y | +339.3% | -7.5% | +346.9% | +313.4% |
| 10Y | +369.9% | +90.2% | +279.7% | +261.1% |
| All | +1,112.1% | +192.1% | +920.0% | +718.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling