-20.1%
AKR vs SPY
+322.5%
-342.5%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.6% | -1.5% |
| 7D | -2.6% | -0.8% | -1.8% | -1.9% |
| 30D | -4.5% | -1.1% | -3.4% | -3.6% |
| 3M | -9.2% | +3.9% | -13.0% | -12.8% |
| 6M | -2.0% | +13.6% | -15.6% | -13.8% |
| YTD | -1.8% | +12.7% | -14.5% | -13.1% |
| 1Y | +4.0% | +17.5% | -13.5% | -11.8% |
| 3Y | +47.4% | +76.9% | -29.5% | -17.1% |
| 5Y | +21.4% | +83.6% | -62.2% | -34.4% |
| All | -20.1% | +322.5% | -342.5% | -77.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling