+6.2%
ABNB vs IBKR
+495.5%
-489.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.7% | +0.5% |
| 7D | -6.5% | -1.3% | -5.1% | -5.9% |
| 30D | -5.5% | -0.2% | -5.3% | -5.9% |
| 3M | +30.0% | +3.0% | +27.1% | +26.8% |
| 6M | +27.6% | +33.9% | -6.3% | +9.1% |
| YTD | +25.4% | +42.5% | -17.1% | +3.1% |
| 1Y | +38.3% | +44.9% | -6.6% | +11.2% |
| 3Y | +15.5% | +293.0% | -277.5% | -52.6% |
| All | +6.2% | +495.5% | -489.3% | -70.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling