+154.8%
SO vs AKAM
+104.5%
+50.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.3% | +2.6% | -0.3% |
| 7D | -1.1% | +0.6% | -1.7% | -1.2% |
| 30D | -3.7% | -8.2% | +4.4% | -3.0% |
| 3M | -5.9% | -17.6% | +11.7% | -4.3% |
| 6M | -7.3% | +2.5% | -9.9% | -9.3% |
| YTD | +3.1% | +22.8% | -19.7% | -2.0% |
| 1Y | -1.0% | +39.6% | -40.6% | -7.9% |
| 3Y | +43.2% | +2.3% | +40.9% | +37.0% |
| 5Y | +59.1% | -4.3% | +63.4% | +51.9% |
| All | +154.8% | +104.5% | +50.2% | +132.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling