+1,537.1%
SOXX vs AKAM
+103.9%
+1,433.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.0% |
| 7D | +1.4% | +1.5% | -0.1% | +0.8% |
| 30D | -3.6% | -13.0% | +9.4% | +1.6% |
| 3M | -10.2% | -19.4% | +9.2% | -3.3% |
| 6M | +54.2% | +0.3% | +53.9% | +48.8% |
| YTD | +75.2% | +22.4% | +52.8% | +52.9% |
| 1Y | +107.5% | +34.8% | +72.7% | +72.0% |
| 3Y | +226.8% | +1.9% | +224.8% | +194.2% |
| 5Y | +251.2% | -4.6% | +255.8% | +220.9% |
| All | +1,537.1% | +103.9% | +1,433.2% | +1,058.6% |
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