+99.4%
XBI vs AKAM
+0.9%
+98.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -4.6% | +1.5% | -6.1% | -4.9% |
| 30D | -2.0% | -13.0% | +11.0% | 0.0% |
| 3M | +17.8% | -19.4% | +37.2% | +21.3% |
| 6M | +23.7% | +0.3% | +23.4% | +20.5% |
| YTD | +28.2% | +22.4% | +5.8% | +18.2% |
| 1Y | +64.0% | +34.8% | +29.1% | +47.2% |
| 3Y | +99.4% | +1.9% | +97.5% | +74.7% |
| All | +99.4% | +0.9% | +98.5% | +74.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling