-12.1%
SHOP vs AKAM
-21.2%
+9.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.5% | -1.6% |
| 7D | +2.1% | +11.2% | -9.1% | -2.3% |
| 30D | -16.8% | -13.4% | -3.5% | -12.5% |
| 3M | -2.4% | -29.5% | +27.1% | +10.4% |
| 6M | +47.0% | -42.1% | +89.1% | +77.4% |
| YTD | -8.8% | -0.8% | -8.0% | -27.7% |
| 1Y | -6.3% | -3.9% | -2.3% | -24.0% |
| 3Y | +139.3% | -21.9% | +161.1% | +113.6% |
| 5Y | -12.1% | -22.4% | +10.3% | -10.9% |
| All | -12.1% | -21.2% | +9.1% | -10.9% |
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 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