+990.2%
IBKR vs ACWI
+233.9%
+756.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +1.1% |
| 7D | -1.3% | -1.0% | -0.3% | -0.2% |
| 30D | -0.2% | -0.9% | +0.6% | +1.0% |
| 3M | +3.0% | +3.5% | -0.6% | -0.8% |
| 6M | +33.9% | +12.8% | +21.0% | +17.4% |
| YTD | +42.5% | +14.0% | +28.5% | +24.2% |
| 1Y | +44.9% | +19.2% | +25.7% | +20.7% |
| 3Y | +293.0% | +75.1% | +217.9% | +119.0% |
| 5Y | +497.7% | +68.6% | +429.0% | +248.7% |
| All | +990.2% | +233.9% | +756.3% | +207.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 10y: compounded portfolio wealth divided by compounded ACWI 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…
10y analysis · Full analysis span regression · 6 months rolling