+641.7%
APP vs IBKR
+283.5%
+358.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.0% | +3.8% |
| 7D | +0.3% | -3.8% | +4.1% | +3.3% |
| 30D | -1.3% | -0.3% | -1.0% | -2.2% |
| 3M | -36.2% | +4.8% | -41.0% | -39.3% |
| 6M | -34.1% | +30.8% | -64.9% | -48.2% |
| YTD | -53.3% | +39.5% | -92.8% | -65.0% |
| 1Y | -44.5% | +43.7% | -88.2% | -59.8% |
| All | +641.7% | +283.5% | +358.2% | +169.0% |
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