+46.3%
XLU vs AKAM
+0.9%
+45.4%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -1.6% | +1.5% | -3.1% | -1.7% |
| 30D | -3.3% | -13.0% | +9.7% | -2.8% |
| 3M | -3.2% | -19.4% | +16.2% | -2.4% |
| 6M | -7.0% | +0.3% | -7.3% | -7.9% |
| YTD | +0.6% | +22.4% | -21.8% | -2.3% |
| 1Y | +2.4% | +34.8% | -32.4% | -1.6% |
| 3Y | +46.3% | +1.9% | +44.3% | +34.3% |
| All | +46.3% | +0.9% | +45.4% | +34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling