+9,127.5%
QLD vs AKAM
+235.7%
+8,891.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +1.0% |
| 7D | +0.6% | -2.1% | +2.7% | +1.7% |
| 30D | -0.1% | -13.9% | +13.8% | +7.6% |
| 3M | -8.4% | -33.8% | +25.5% | +13.1% |
| 6M | +32.2% | +2.2% | +30.0% | +22.1% |
| YTD | +28.9% | +20.6% | +8.3% | +5.4% |
| 1Y | +43.8% | +36.3% | +7.5% | +8.1% |
| 3Y | +176.6% | -0.1% | +176.7% | +139.8% |
| 5Y | +121.6% | -7.5% | +129.1% | +104.8% |
| 10Y | +1,652.9% | +90.2% | +1,562.7% | +996.5% |
| All | +9,127.5% | +235.7% | +8,891.7% | +2,992.9% |
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 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