+1,269.2%
SMH vs AKAM
+23.3%
+1,245.9%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.1% |
| 7D | +5.2% | -0.8% | +6.0% | +5.4% |
| 30D | -1.5% | -4.5% | +2.9% | -0.5% |
| 3M | -4.1% | -25.6% | +21.5% | +3.2% |
| 6M | +50.8% | +5.7% | +45.0% | +45.2% |
| YTD | +59.3% | +21.0% | +38.3% | +46.7% |
| 1Y | +94.1% | +33.9% | +60.2% | +73.0% |
| 3Y | +286.7% | +0.9% | +285.8% | +265.2% |
| 5Y | +339.4% | -6.9% | +346.3% | +322.9% |
| 10Y | +1,803.3% | +97.4% | +1,705.9% | +1,372.1% |
| All | +1,269.2% | +23.3% | +1,245.9% | +484.9% |
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 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