+153.1%
SO vs AKAM
+103.9%
+49.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.6% |
| 7D | -1.1% | +1.5% | -2.6% | -1.2% |
| 30D | -5.0% | -13.0% | +8.0% | -3.7% |
| 3M | -5.8% | -19.4% | +13.6% | -4.0% |
| 6M | -7.9% | +0.3% | -8.2% | -9.7% |
| YTD | +2.4% | +22.4% | -20.0% | -2.6% |
| 1Y | -2.3% | +34.8% | -37.1% | -8.6% |
| 3Y | +41.9% | +1.9% | +39.9% | +35.8% |
| 5Y | +58.1% | -4.6% | +62.6% | +50.9% |
| All | +153.1% | +103.9% | +49.2% | +130.8% |
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