-15.8%
AKRE price history and return analytics
+14.8%
-30.6%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.7% |
| 7D | -4.3% | -1.1% | -3.2% | -3.9% |
| 30D | -2.9% | -1.0% | -1.9% | -2.6% |
| 3M | +3.8% | +3.2% | +0.7% | +2.7% |
| 6M | +3.3% | +12.5% | -9.2% | -3.2% |
| YTD | -13.0% | +14.1% | -27.1% | -19.4% |
| All | -15.8% | +14.8% | -30.6% | -22.4% |
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