+580.2%
AXP vs IBKR
+1,197.8%
-617.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.5% |
| 7D | -0.1% | +7.9% | -8.0% | -4.1% |
| 30D | +4.4% | -2.8% | +7.2% | +5.2% |
| 3M | -6.4% | -10.5% | +4.0% | -2.4% |
| 6M | +4.2% | -3.7% | +7.9% | +3.4% |
| YTD | -12.4% | +27.6% | -39.9% | -26.2% |
| 1Y | -11.1% | +22.5% | -33.6% | -23.6% |
| 3Y | +114.9% | +307.2% | -192.4% | -9.9% |
| 5Y | +87.4% | +357.7% | -270.2% | -28.7% |
| 10Y | +420.8% | +846.8% | -426.0% | +23.2% |
| All | +580.2% | +1,197.8% | -617.6% | -3.0% |
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