-88.8%
AKBA price history and return analytics
+229.8%
-318.6%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.9% |
| 7D | -2.4% | -1.1% | -1.3% | -0.6% |
| 30D | +6.6% | -1.0% | +7.6% | +8.3% |
| 3M | +5.9% | +3.2% | +2.7% | +0.5% |
| 6M | -32.0% | +12.5% | -44.5% | -43.7% |
| YTD | -40.9% | +14.1% | -54.9% | -52.1% |
| 1Y | -68.2% | +18.9% | -87.1% | -75.9% |
| 3Y | -26.8% | +74.1% | -100.9% | -69.5% |
| 5Y | -66.9% | +66.9% | -133.8% | -84.3% |
| All | -88.8% | +229.8% | -318.6% | -97.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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