+1,520.2%
QLD vs AKAM
+31.5%
+1,488.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.5% | +1.1% | +2.6% |
| 7D | -1.2% | +0.9% | -2.1% | -1.7% |
| 30D | -15.7% | -14.7% | -1.0% | -7.8% |
| 3M | -10.0% | -25.7% | +15.7% | +5.4% |
| 6M | -11.2% | -43.4% | +32.1% | +20.2% |
| YTD | +16.4% | -0.7% | +17.0% | -0.5% |
| 1Y | +12.7% | -4.3% | +17.0% | -1.3% |
| 3Y | +152.3% | -21.7% | +174.0% | +137.8% |
| 5Y | +91.8% | -20.7% | +112.5% | +81.1% |
| 10Y | +1,520.2% | +32.4% | +1,487.8% | +982.5% |
| All | +1,520.2% | +31.5% | +1,488.8% | +982.5% |
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