+81.7%
SPY vs AKAM
-2.4%
+84.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.9% | -5.3% | -1.4% |
| 7D | -0.4% | +5.4% | -5.7% | -1.4% |
| 30D | -1.4% | -5.9% | +4.5% | -0.4% |
| 3M | +3.7% | -19.6% | +23.3% | +7.5% |
| 6M | +13.0% | +8.5% | +4.5% | +7.8% |
| YTD | +12.4% | +26.9% | -14.5% | +1.5% |
| 1Y | +18.5% | +41.7% | -23.2% | +3.1% |
| 3Y | +77.6% | +5.8% | +71.8% | +62.0% |
| 5Y | +81.7% | -2.3% | +84.0% | +70.3% |
| All | +81.7% | -2.4% | +84.1% | +70.3% |
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