+549.2%
ACN vs IBKR
+1,318.9%
-769.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.5% |
| 7D | -7.9% | -3.8% | -4.1% | -6.8% |
| 30D | -1.1% | -0.3% | -0.8% | -1.2% |
| 3M | +5.6% | +4.8% | +0.8% | +3.0% |
| 6M | -9.9% | +30.8% | -40.7% | -18.2% |
| YTD | -32.3% | +39.5% | -71.8% | -39.9% |
| 1Y | -25.3% | +43.7% | -69.0% | -34.6% |
| 3Y | -42.3% | +284.7% | -326.9% | -64.1% |
| 5Y | -43.5% | +484.9% | -528.4% | -69.8% |
| 10Y | +90.8% | +980.8% | -890.0% | -18.2% |
| All | +549.2% | +1,318.9% | -769.6% | +118.8% |
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