+1.9%
AKAM vs HRB
+25.9%
-23.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.3% |
| 7D | +1.5% | -8.0% | +9.5% | +2.0% |
| 30D | -13.0% | -16.0% | +2.9% | -12.1% |
| 3M | -19.4% | +26.9% | -46.2% | -20.9% |
| 6M | +0.3% | +51.1% | -50.8% | -3.1% |
| YTD | +22.4% | +7.1% | +15.3% | +23.4% |
| 1Y | +34.8% | -9.6% | +44.5% | +39.1% |
| 3Y | +1.9% | +25.4% | -23.5% | +2.4% |
| All | +1.9% | +25.9% | -23.9% | +2.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling