+65.2%
ALAB vs IBKR
+45.1%
+20.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.4% | +10.1% | +10.1% |
| 7D | +7.2% | -3.3% | +10.5% | +10.3% |
| 30D | -2.5% | +4.5% | -7.0% | -7.1% |
| 3M | -13.3% | +6.5% | -19.8% | -18.1% |
| 6M | +172.8% | +34.2% | +138.6% | +101.1% |
| YTD | +86.6% | +44.5% | +42.1% | +28.8% |
| 1Y | +65.2% | +44.7% | +20.5% | +21.4% |
| All | +65.2% | +45.1% | +20.0% | +21.4% |
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