+76.6%
AEP vs IBKR
+291.8%
-215.2%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.3% | 0.0% |
| 7D | -0.9% | -1.3% | +0.4% | -1.0% |
| 30D | -1.1% | -0.2% | -0.8% | -1.0% |
| 3M | -3.3% | +3.0% | -6.2% | -3.0% |
| 6M | -4.6% | +33.9% | -38.5% | -3.5% |
| YTD | +9.4% | +42.5% | -33.1% | +10.9% |
| 1Y | +16.9% | +44.9% | -27.9% | +18.7% |
| 3Y | +76.6% | +293.0% | -216.4% | +76.7% |
| All | +76.6% | +291.8% | -215.2% | +76.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling