+19.9%
XBI vs AKAM
-5.1%
+25.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -4.6% | +1.5% | -6.1% | -5.0% |
| 30D | -2.0% | -13.0% | +11.0% | +1.1% |
| 3M | +17.8% | -19.4% | +37.2% | +23.1% |
| 6M | +23.7% | +0.3% | +23.4% | +18.5% |
| YTD | +28.2% | +22.4% | +5.8% | +13.3% |
| 1Y | +64.0% | +34.8% | +29.1% | +39.3% |
| 3Y | +99.4% | +1.9% | +97.5% | +79.0% |
| All | +19.9% | -5.1% | +25.0% | +9.1% |
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