+327.2%
SMH vs AKAM
-5.1%
+332.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +0.3% | +1.5% | -1.2% | -0.3% |
| 30D | -2.8% | -13.0% | +10.2% | +1.9% |
| 3M | -6.7% | -19.4% | +12.7% | -0.3% |
| 6M | +41.8% | +0.3% | +41.5% | +36.9% |
| YTD | +57.9% | +22.4% | +35.5% | +37.6% |
| 1Y | +87.6% | +34.8% | +52.8% | +55.1% |
| 3Y | +282.9% | +1.9% | +281.0% | +241.7% |
| All | +327.2% | -5.1% | +332.3% | +295.5% |
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 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