+10,919.9%
AAPL vs IBKR
+1,349.8%
+9,570.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.4% | +1.0% |
| 7D | +3.8% | -1.3% | +5.2% | +4.3% |
| 30D | +9.9% | -0.2% | +10.2% | +9.6% |
| 3M | +12.5% | +3.0% | +9.5% | +10.4% |
| 6M | +27.6% | +33.9% | -6.2% | +14.2% |
| YTD | +22.6% | +42.5% | -19.9% | +6.6% |
| 1Y | +45.0% | +44.9% | +0.1% | +24.4% |
| 3Y | +87.8% | +293.0% | -205.2% | +10.5% |
| 5Y | +128.7% | +497.7% | -369.0% | +13.2% |
| 10Y | +1,308.9% | +1,004.4% | +304.5% | +441.8% |
| All | +10,919.9% | +1,349.8% | +9,570.1% | +2,794.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 all: compounded portfolio wealth divided by compounded IBKR 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…
all analysis · Full analysis span regression · 6 months rolling