+54.9%
SCHD vs AKAM
+0.9%
+54.1%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | -2.0% | +1.5% | -3.4% | -2.1% |
| 30D | -0.4% | -13.0% | +12.6% | +0.7% |
| 3M | +5.7% | -19.4% | +25.1% | +7.5% |
| 6M | +11.9% | +0.3% | +11.6% | +9.9% |
| YTD | +26.4% | +22.4% | +4.0% | +19.7% |
| 1Y | +27.6% | +34.8% | -7.2% | +18.5% |
| 3Y | +54.9% | +1.9% | +53.0% | +39.3% |
| All | +54.9% | +0.9% | +54.1% | +39.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling