+484.9%
IBKR vs ACWI
+65.2%
+419.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.1% | +0.1% |
| 7D | -3.8% | -1.9% | -1.9% | -1.4% |
| 30D | -0.3% | -1.3% | +1.0% | +1.5% |
| 3M | +4.8% | +5.0% | -0.2% | -1.0% |
| 6M | +30.8% | +11.7% | +19.1% | +15.1% |
| YTD | +39.5% | +13.0% | +26.5% | +21.8% |
| 1Y | +43.7% | +19.2% | +24.4% | +18.4% |
| 3Y | +284.7% | +75.0% | +209.6% | +116.0% |
| 5Y | +484.9% | +67.1% | +417.8% | +268.9% |
| All | +484.9% | +65.2% | +419.7% | +268.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling