+27.6%
SCHD vs AKAM
+38.7%
-11.1%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | -2.0% | +1.5% | -3.4% | -2.0% |
| 30D | -0.4% | -13.0% | +12.6% | -0.1% |
| 3M | +5.7% | -19.4% | +25.1% | +6.3% |
| 6M | +11.9% | +0.3% | +11.6% | +11.3% |
| YTD | +26.4% | +22.4% | +4.0% | +23.7% |
| 1Y | +27.6% | +34.8% | -7.2% | +23.5% |
| All | +27.6% | +38.7% | -11.1% | +23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling