-6.9%
AKAM vs RBA
+44.6%
-51.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.4% | +0.7% |
| 7D | -0.8% | -1.1% | +0.3% | -0.6% |
| 30D | -4.5% | -13.2% | +8.8% | -2.2% |
| 3M | -25.6% | -21.4% | -4.2% | -22.9% |
| 6M | +5.7% | -20.9% | +26.6% | +9.1% |
| YTD | +21.0% | -19.9% | +40.9% | +23.5% |
| 1Y | +33.9% | -28.7% | +62.6% | +40.4% |
| 3Y | +0.9% | +27.4% | -26.5% | -7.6% |
| 5Y | -6.9% | +41.7% | -48.6% | -21.9% |
| All | -6.9% | +44.6% | -51.5% | -21.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling