-8.0%
BA vs IBKR
+45.1%
-53.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | +1.2% | -3.3% | +4.4% | +1.9% |
| 30D | -11.6% | +4.5% | -16.1% | -12.9% |
| 3M | -2.4% | +6.5% | -8.9% | -4.6% |
| 6M | -6.6% | +34.2% | -40.8% | -14.9% |
| YTD | -2.2% | +44.5% | -46.7% | -13.0% |
| 1Y | -8.0% | +44.7% | -52.7% | -17.8% |
| All | -8.0% | +45.1% | -53.1% | -17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling