-31.4%
BABA vs IBKR
+480.3%
-511.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.4% |
| 7D | -2.9% | -3.8% | +0.9% | -1.5% |
| 30D | -15.1% | -0.3% | -14.8% | -15.5% |
| 3M | -5.0% | +4.8% | -9.8% | -7.9% |
| 6M | -19.9% | +30.8% | -50.7% | -29.1% |
| YTD | -25.3% | +39.5% | -64.7% | -35.7% |
| 1Y | -23.9% | +43.7% | -67.5% | -35.7% |
| 3Y | +28.1% | +284.7% | -256.6% | -38.2% |
| 5Y | -31.4% | +484.9% | -516.3% | -77.6% |
| All | -31.4% | +480.3% | -511.7% | -77.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling