+80.4%
XLI vs AKAM
-5.8%
+86.2%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.3% | +2.5% | -0.2% |
| 7D | -2.3% | +0.6% | -2.9% | -2.4% |
| 30D | -8.2% | -8.2% | 0.0% | -7.0% |
| 3M | +0.8% | -17.6% | +18.3% | +3.5% |
| 6M | +0.8% | +2.5% | -1.7% | -2.3% |
| YTD | +10.5% | +22.8% | -12.3% | +1.4% |
| 1Y | +14.1% | +39.6% | -25.5% | +0.9% |
| 3Y | +68.6% | +2.3% | +66.2% | +55.8% |
| 5Y | +80.4% | -4.3% | +84.7% | +67.4% |
| All | +80.4% | -5.8% | +86.2% | +67.4% |
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 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