+577.6%
XYZ vs AKAM
+34.2%
+543.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.4% | +7.0% | +5.1% |
| 7D | +14.9% | -7.4% | +22.3% | +18.5% |
| 30D | +14.7% | -24.9% | +39.6% | +28.9% |
| 3M | +12.1% | -27.4% | +39.5% | +26.2% |
| 6M | +18.3% | -45.6% | +64.0% | +49.2% |
| YTD | +36.1% | -8.0% | +44.0% | +21.5% |
| 1Y | +35.3% | -4.1% | +39.4% | +17.8% |
| 3Y | +73.5% | -26.9% | +100.3% | +69.7% |
| 5Y | -61.6% | -26.6% | -35.1% | -62.1% |
| 10Y | +638.0% | +20.7% | +617.3% | +471.7% |
| All | +577.6% | +34.2% | +543.4% | +385.7% |
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