-27.3%
AKAM vs HRB
+939.2%
-966.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.5% | +6.8% | +2.4% |
| 7D | -0.8% | -9.1% | +8.3% | +2.1% |
| 30D | -4.5% | +0.3% | -4.7% | -5.1% |
| 3M | -25.6% | +23.4% | -48.9% | -31.5% |
| 6M | +5.7% | +45.1% | -39.4% | -9.4% |
| YTD | +21.0% | +8.9% | +12.2% | +13.4% |
| 1Y | +33.9% | -7.9% | +41.8% | +32.0% |
| 3Y | +0.9% | +27.9% | -27.0% | -13.5% |
| 5Y | -6.9% | +108.3% | -115.2% | -35.3% |
| 10Y | +97.4% | +208.4% | -111.0% | -0.1% |
| All | -27.3% | +939.2% | -966.5% | -83.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling