+212.7%
BA vs IBKR
+1,369.6%
-1,156.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | +1.2% | -3.3% | +4.4% | +2.4% |
| 30D | -11.6% | +4.5% | -16.1% | -13.6% |
| 3M | -2.4% | +6.5% | -8.9% | -5.7% |
| 6M | -6.6% | +34.2% | -40.8% | -18.5% |
| YTD | -2.2% | +44.5% | -46.7% | -17.9% |
| 1Y | -8.0% | +44.7% | -52.7% | -23.5% |
| 3Y | -5.0% | +306.7% | -311.7% | -51.6% |
| 5Y | -2.7% | +489.9% | -492.6% | -58.7% |
| 10Y | +75.9% | +1,019.5% | -943.6% | -41.7% |
| All | +212.7% | +1,369.6% | -1,156.9% | -25.8% |
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 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