+1,727.2%
IBKR vs ACWI
+354.7%
+1,372.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.3% |
| 7D | +0.6% | +1.1% | -0.4% | -0.4% |
| 30D | +3.7% | -0.2% | +3.9% | +4.0% |
| 3M | +4.2% | +4.7% | -0.4% | -0.2% |
| 6M | +36.6% | +14.5% | +22.2% | +20.2% |
| YTD | +41.9% | +14.6% | +27.3% | +25.2% |
| 1Y | +49.5% | +21.4% | +28.1% | +25.0% |
| 3Y | +291.3% | +77.6% | +213.7% | +129.0% |
| 5Y | +492.7% | +68.1% | +424.6% | +266.6% |
| 10Y | +994.0% | +226.1% | +767.9% | +265.0% |
| All | +1,727.2% | +354.7% | +1,372.5% | +379.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling