+34.8%
AKAM vs HRB
-6.2%
+41.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.3% |
| 7D | +1.5% | -8.0% | +9.5% | +1.2% |
| 30D | -13.0% | -16.0% | +2.9% | -13.6% |
| 3M | -19.4% | +26.9% | -46.2% | -18.2% |
| 6M | +0.3% | +51.1% | -50.8% | +3.3% |
| YTD | +22.4% | +7.1% | +15.3% | +17.9% |
| 1Y | +34.8% | -9.6% | +44.5% | +17.9% |
| All | +34.8% | -6.2% | +41.0% | +17.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling