+990.2%
IBKR vs AGI
+392.3%
+597.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +2.1% |
| 7D | -1.3% | -2.7% | +1.4% | -1.2% |
| 30D | -0.2% | +7.2% | -7.5% | -0.6% |
| 3M | +3.0% | +4.3% | -1.3% | +2.6% |
| 6M | +33.9% | -27.1% | +60.9% | +35.3% |
| YTD | +42.5% | -6.6% | +49.1% | +42.7% |
| 1Y | +44.9% | +9.5% | +35.3% | +44.3% |
| 3Y | +293.0% | +208.4% | +84.6% | +282.1% |
| 5Y | +497.7% | +401.6% | +96.0% | +472.2% |
| All | +990.2% | +392.3% | +597.9% | +968.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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