+95.7%
QQQ vs AKAM
-5.1%
+100.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | -0.6% | +1.5% | -2.1% | -1.0% |
| 30D | -1.2% | -13.0% | +11.8% | +2.1% |
| 3M | -0.2% | -19.4% | +19.2% | +4.6% |
| 6M | +17.9% | +0.3% | +17.6% | +13.9% |
| YTD | +16.6% | +22.4% | -5.7% | +3.9% |
| 1Y | +23.0% | +34.8% | -11.9% | +5.1% |
| 3Y | +92.9% | +1.9% | +91.0% | +74.7% |
| All | +95.7% | -5.1% | +100.9% | +82.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling