+31.0%
BABA vs IBKR
+287.2%
-256.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -2.7% |
| 7D | -2.2% | +1.3% | -3.5% | -2.5% |
| 30D | -17.3% | -0.3% | -17.0% | -17.6% |
| 3M | -7.8% | +4.7% | -12.4% | -9.5% |
| 6M | -16.8% | +34.0% | -50.8% | -23.4% |
| YTD | -24.7% | +40.8% | -65.5% | -31.4% |
| 1Y | -24.9% | +45.7% | -70.7% | -32.2% |
| All | +31.0% | +287.2% | -256.1% | -4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling