+32.4%
AKAM vs RBA
+209.3%
-176.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.6% |
| 7D | +0.9% | +0.6% | +0.3% | +0.7% |
| 30D | -14.7% | +9.0% | -23.7% | -16.2% |
| 3M | -25.7% | +7.2% | -32.9% | -26.9% |
| 6M | -43.4% | -7.8% | -35.6% | -43.0% |
| YTD | -0.7% | -6.4% | +5.7% | -1.2% |
| 1Y | -4.3% | -4.2% | -0.2% | -5.4% |
| 3Y | -21.7% | +64.1% | -85.8% | -31.3% |
| 5Y | -20.7% | +48.4% | -69.1% | -30.4% |
| 10Y | +32.4% | +209.9% | -177.5% | -5.3% |
| All | +32.4% | +209.3% | -176.9% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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