+44.9%
IBKR vs ACWI
+19.8%
+25.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +0.4% |
| 7D | -1.3% | -1.0% | -0.3% | +0.6% |
| 30D | -0.2% | -0.9% | +0.6% | +1.6% |
| 3M | +3.0% | +3.5% | -0.6% | -3.3% |
| 6M | +33.9% | +12.8% | +21.0% | +5.9% |
| YTD | +42.5% | +14.0% | +28.5% | +10.9% |
| 1Y | +44.9% | +19.2% | +25.7% | +8.3% |
| All | +44.9% | +19.8% | +25.1% | +8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling