+2,552.8%
ASX vs IBKR
+1,343.5%
+1,209.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.8% | +7.9% | +6.8% |
| 7D | +6.3% | +0.6% | +5.7% | +5.9% |
| 30D | +6.4% | +3.7% | +2.7% | +4.5% |
| 3M | +13.1% | +4.2% | +8.9% | +11.1% |
| 6M | +90.3% | +36.6% | +53.6% | +68.0% |
| YTD | +149.6% | +41.9% | +107.7% | +116.0% |
| 1Y | +249.2% | +49.5% | +199.7% | +195.3% |
| 3Y | +445.9% | +291.3% | +154.6% | +208.4% |
| 5Y | +477.7% | +492.7% | -14.9% | +171.7% |
| 10Y | +913.4% | +994.0% | -80.6% | +255.9% |
| All | +2,552.8% | +1,343.5% | +1,209.3% | +564.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling