+990.2%
IBKR vs ALK
-35.7%
+1,025.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | +1.4% |
| 7D | -1.3% | -2.1% | +0.7% | -0.7% |
| 30D | -0.2% | -13.1% | +12.9% | +4.0% |
| 3M | +3.0% | -11.8% | +14.7% | +6.2% |
| 6M | +33.9% | -0.4% | +34.2% | +31.3% |
| YTD | +42.5% | -18.2% | +60.7% | +48.0% |
| 1Y | +44.9% | -35.5% | +80.4% | +60.8% |
| 3Y | +293.0% | +1.8% | +291.2% | +264.9% |
| 5Y | +497.7% | -26.6% | +524.3% | +499.7% |
| All | +990.2% | -35.7% | +1,025.9% | +857.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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