+10.6%
IBKR vs APA
+107.6%
-97.0%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.9% | +7.4% | -0.6% |
| 7D | -6.8% | -13.0% | +6.2% | -8.8% |
| 30D | -12.5% | +2.0% | -14.5% | -12.0% |
| 3M | -12.0% | +24.9% | -37.0% | -8.2% |
| 6M | -4.5% | +7.2% | -11.7% | -2.2% |
| YTD | +21.5% | +87.1% | -65.6% | +24.8% |
| 1Y | +10.6% | +107.2% | -96.5% | +14.8% |
| All | +10.6% | +107.6% | -97.0% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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