+2,400.8%
ASX vs IBKR
+1,369.6%
+1,031.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -0.7% | -3.3% | +2.6% | +0.4% |
| 30D | +2.0% | +4.5% | -2.5% | -0.1% |
| 3M | -1.3% | +6.5% | -7.8% | -3.7% |
| 6M | +71.4% | +34.2% | +37.2% | +52.5% |
| YTD | +135.3% | +44.5% | +90.9% | +102.3% |
| 1Y | +267.5% | +44.7% | +222.8% | +214.5% |
| 3Y | +388.5% | +306.7% | +81.7% | +171.8% |
| 5Y | +417.1% | +489.9% | -72.8% | +143.7% |
| 10Y | +872.7% | +1,019.5% | -146.8% | +238.7% |
| All | +2,400.8% | +1,369.6% | +1,031.2% | +522.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling