+88.9%
SMR vs AKAM
-0.2%
+89.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +0.4% | +14.9% | +15.1% |
| 7D | +21.4% | -0.8% | +22.2% | +21.7% |
| 30D | +13.8% | -4.5% | +18.3% | +15.1% |
| 3M | +3.9% | -25.6% | +29.5% | +13.0% |
| 6M | -4.2% | +5.7% | -9.9% | -7.1% |
| YTD | -21.1% | +21.0% | -42.1% | -27.7% |
| 1Y | -67.1% | +33.9% | -101.0% | -71.2% |
| All | +88.9% | -0.2% | +89.1% | +40.3% |
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