-66.7%
AKBA vs SPY
+14.6%
-81.4%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.7% | -5.9% | -6.2% |
| 7D | -9.2% | -0.7% | -8.4% | -8.3% |
| 30D | -23.7% | -1.0% | -22.7% | -22.6% |
| 3M | -47.3% | -0.3% | -47.0% | -46.9% |
| 6M | -53.7% | +7.3% | -61.0% | -56.8% |
| YTD | -56.8% | +13.3% | -70.2% | -62.2% |
| 1Y | -66.7% | +14.8% | -81.5% | -71.0% |
| All | -66.7% | +14.6% | -81.4% | -71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling