+926.8%
XBI vs AKAM
+405.7%
+521.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.9% | -6.4% | -2.8% |
| 7D | -3.6% | +5.4% | -9.0% | -4.9% |
| 30D | +0.9% | -5.9% | +6.7% | +2.1% |
| 3M | +21.4% | -19.6% | +41.1% | +27.1% |
| 6M | +25.5% | +8.5% | +17.0% | +18.7% |
| YTD | +30.8% | +26.9% | +3.9% | +17.6% |
| 1Y | +68.6% | +41.7% | +26.9% | +46.4% |
| 3Y | +103.9% | +5.8% | +98.1% | +86.7% |
| 5Y | +20.8% | -2.3% | +23.1% | +12.3% |
| 10Y | +164.0% | +111.0% | +53.0% | +97.5% |
| All | +926.8% | +405.7% | +521.1% | +445.6% |
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