+247.9%
SOXX vs AKAM
-5.1%
+253.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +1.4% |
| 3M | -10.2% | -19.4% | +9.2% | -3.4% |
| 6M | +54.2% | +0.3% | +53.9% | +49.1% |
| YTD | +75.2% | +22.4% | +52.8% | +52.1% |
| 1Y | +107.5% | +34.8% | +72.7% | +70.4% |
| 3Y | +226.8% | +1.9% | +224.8% | +191.0% |
| All | +247.9% | -5.1% | +253.0% | +220.9% |
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