+253.9%
XLI vs AKAM
+103.9%
+150.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | -1.7% | +1.5% | -3.1% | -2.0% |
| 30D | -7.3% | -13.0% | +5.8% | -4.8% |
| 3M | -1.3% | -19.4% | +18.0% | +2.4% |
| 6M | +2.2% | +0.3% | +1.9% | -0.9% |
| YTD | +11.7% | +22.4% | -10.7% | +2.0% |
| 1Y | +14.3% | +34.8% | -20.6% | +1.3% |
| 3Y | +70.3% | +1.9% | +68.4% | +57.7% |
| 5Y | +82.3% | -4.6% | +86.9% | +69.0% |
| All | +253.9% | +103.9% | +150.0% | +169.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling