+78.7%
SO vs AKAM
-21.8%
+100.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.3% | +2.6% | +1.3% |
| 7D | +1.4% | +2.8% | -1.4% | +1.2% |
| 30D | +4.7% | -6.9% | +11.6% | +5.0% |
| 3M | +1.7% | -31.8% | +33.5% | +3.6% |
| 6M | +2.2% | -47.0% | +49.2% | +5.6% |
| YTD | +10.0% | -2.1% | +12.1% | +7.0% |
| 1Y | +6.0% | -3.7% | +9.7% | +3.3% |
| 3Y | +54.1% | -23.0% | +77.2% | +52.8% |
| All | +78.7% | -21.8% | +100.6% | +70.5% |
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