+447.1%
ASX vs IBKR
+480.3%
-33.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -2.8% |
| 7D | +6.5% | -3.8% | +10.3% | +8.3% |
| 30D | +3.1% | -0.3% | +3.4% | +2.9% |
| 3M | +17.4% | +4.8% | +12.6% | +14.7% |
| 6M | +85.4% | +30.8% | +54.7% | +64.3% |
| YTD | +150.1% | +39.5% | +110.6% | +113.9% |
| 1Y | +256.3% | +43.7% | +212.6% | +200.2% |
| 3Y | +446.9% | +284.7% | +162.2% | +192.3% |
| 5Y | +447.1% | +484.9% | -37.8% | +127.1% |
| All | +447.1% | +480.3% | -33.2% | +127.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling