+589.8%
AXP vs IBKR
+1,369.6%
-779.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -0.9% |
| 7D | -2.1% | -3.3% | +1.2% | -0.6% |
| 30D | -6.5% | +4.5% | -11.0% | -9.3% |
| 3M | +4.6% | +6.5% | -1.8% | -0.2% |
| 6M | +5.4% | +34.2% | -28.8% | -11.9% |
| YTD | -11.1% | +44.5% | -55.6% | -29.1% |
| 1Y | -0.3% | +44.7% | -45.0% | -21.7% |
| 3Y | +111.6% | +306.7% | -195.2% | -10.2% |
| 5Y | +117.6% | +489.9% | -372.3% | -27.5% |
| 10Y | +474.1% | +1,019.5% | -545.4% | +25.1% |
| All | +589.8% | +1,369.6% | -779.8% | -6.9% |
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