+2,502.1%
SOXX vs AKAM
+1,183.0%
+1,319.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.3% | +0.5% | -1.8% |
| 7D | +3.0% | +0.6% | +2.4% | +2.8% |
| 30D | -3.1% | -8.2% | +5.0% | -0.8% |
| 3M | -4.4% | -17.6% | +13.2% | +0.5% |
| 6M | +52.9% | +2.5% | +50.4% | +48.4% |
| YTD | +72.0% | +22.8% | +49.2% | +56.9% |
| 1Y | +105.1% | +39.6% | +65.5% | +79.3% |
| 3Y | +220.6% | +2.3% | +218.3% | +201.0% |
| 5Y | +244.8% | -4.3% | +249.1% | +229.1% |
| 10Y | +1,537.1% | +104.1% | +1,433.1% | +1,136.5% |
| All | +2,502.1% | +1,183.0% | +1,319.1% | +785.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling