+49.9%
XLE vs AKAM
+16.2%
+33.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.7% | -4.0% | -4.7% |
| 7D | -7.2% | -12.4% | +5.2% | -7.2% |
| 30D | +0.1% | -20.4% | +20.5% | +0.1% |
| 3M | +9.2% | -30.3% | +39.5% | +9.2% |
| 6M | +8.4% | -18.8% | +27.1% | +8.2% |
| YTD | +44.9% | -1.5% | +46.4% | +45.1% |
| 1Y | +49.9% | +19.4% | +30.5% | +47.4% |
| All | +49.9% | +16.2% | +33.7% | +47.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling