-4.3%
AKAM vs HRB
+109.9%
-114.2%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.2% |
| 7D | +0.6% | -12.2% | +12.8% | +2.1% |
| 30D | -8.2% | -3.0% | -5.2% | -8.0% |
| 3M | -17.6% | +21.7% | -39.3% | -20.1% |
| 6M | +2.5% | +52.3% | -49.8% | -4.1% |
| YTD | +22.8% | +6.5% | +16.3% | +21.8% |
| 1Y | +39.6% | -6.7% | +46.3% | +41.3% |
| 3Y | +2.3% | +25.1% | -22.8% | -2.8% |
| 5Y | -4.3% | +113.8% | -118.1% | -20.2% |
| All | -4.3% | +109.9% | -114.2% | -20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling