+111.0%
AKAM vs RBA
+189.2%
-78.2%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.7% | +5.5% | +5.0% |
| 7D | +5.4% | -1.9% | +7.3% | +5.7% |
| 30D | -5.9% | -13.0% | +7.1% | -3.5% |
| 3M | -19.6% | -23.1% | +3.5% | -16.1% |
| 6M | +8.5% | -22.6% | +31.1% | +12.8% |
| YTD | +26.9% | -20.4% | +47.3% | +30.3% |
| 1Y | +41.7% | -29.6% | +71.3% | +49.4% |
| 3Y | +5.8% | +26.6% | -20.8% | -2.3% |
| 5Y | -2.3% | +38.2% | -40.5% | -13.2% |
| 10Y | +111.0% | +194.7% | -83.8% | +55.3% |
| All | +111.0% | +189.2% | -78.2% | +55.3% |
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