-24.7%
ACN vs IBKR
+45.1%
-69.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -3.0% | -3.3% |
| 7D | -1.5% | -3.3% | +1.7% | -1.3% |
| 30D | +9.4% | +4.5% | +4.9% | +8.8% |
| 3M | +5.6% | +6.5% | -0.8% | +3.7% |
| 6M | -9.3% | +34.2% | -43.5% | -15.1% |
| YTD | -29.0% | +44.5% | -73.4% | -33.3% |
| 1Y | -24.7% | +44.7% | -69.4% | -28.1% |
| All | -24.7% | +45.1% | -69.8% | -28.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling