+101.1%
AKAM vs HRB
+209.1%
-108.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.4% |
| 7D | +1.5% | -8.0% | +9.5% | +2.5% |
| 30D | -13.0% | -16.0% | +2.9% | -11.3% |
| 3M | -19.4% | +26.9% | -46.2% | -22.2% |
| 6M | +0.3% | +51.1% | -50.8% | -5.9% |
| YTD | +22.4% | +7.1% | +15.3% | +20.3% |
| 1Y | +34.8% | -9.6% | +44.5% | +35.5% |
| 3Y | +1.9% | +25.4% | -23.5% | -2.8% |
| 5Y | -4.6% | +114.9% | -119.5% | -16.1% |
| All | +101.1% | +209.1% | -108.0% | +67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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