+114.5%
AXP vs IBKR
+489.2%
-374.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.6% | -1.0% |
| 7D | -2.5% | +1.3% | -3.8% | -3.1% |
| 30D | -5.0% | -0.3% | -4.7% | -5.3% |
| 3M | +1.4% | +4.7% | -3.3% | -1.7% |
| 6M | +6.0% | +34.0% | -28.0% | -8.5% |
| YTD | -12.3% | +40.8% | -53.1% | -26.3% |
| 1Y | +0.3% | +45.7% | -45.5% | -18.0% |
| 3Y | +111.7% | +288.4% | -176.7% | +3.1% |
| 5Y | +114.5% | +487.2% | -372.6% | -19.0% |
| All | +114.5% | +489.2% | -374.7% | -19.0% |
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 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