+8,434.7%
SHOP vs AKAM
+35.8%
+8,398.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | 0.0% |
| 7D | -5.1% | -2.1% | -3.0% | -4.2% |
| 30D | +0.6% | -13.9% | +14.5% | +7.2% |
| 3M | +25.0% | -33.8% | +58.9% | +49.1% |
| 6M | +11.9% | +2.2% | +9.7% | -1.1% |
| YTD | -9.9% | +20.6% | -30.5% | -30.2% |
| 1Y | 0.0% | +36.3% | -36.4% | -29.1% |
| 3Y | +117.5% | -0.1% | +117.6% | +79.7% |
| 5Y | -6.6% | -7.5% | +0.9% | -17.5% |
| 10Y | +3,320.3% | +90.2% | +3,230.2% | +2,049.9% |
| All | +8,434.7% | +35.8% | +8,398.9% | +6,206.2% |
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 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