-48.6%
AKBA price history and return analytics
+74.0%
-122.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.3% | -4.5% | -4.3% |
| 7D | +18.2% | +2.4% | +15.9% | +14.8% |
| 30D | -32.5% | -1.5% | -31.0% | -27.4% |
| 3M | -45.5% | -4.1% | -41.4% | -38.9% |
| 6M | -59.8% | +0.6% | -60.4% | -58.1% |
| YTD | -70.6% | +11.0% | -81.6% | -73.4% |
| 1Y | -73.1% | +13.3% | -86.4% | -76.4% |
| 3Y | -48.6% | +73.4% | -122.0% | -78.0% |
| All | -48.6% | +74.0% | -122.7% | -78.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling