+990.2%
IBKR vs APA
-2.4%
+992.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.7% | +2.1% |
| 7D | -1.3% | +4.6% | -5.9% | -2.1% |
| 30D | -0.2% | +11.9% | -12.1% | -2.2% |
| 3M | +3.0% | +22.5% | -19.5% | -0.9% |
| 6M | +33.9% | +37.5% | -3.7% | +24.9% |
| YTD | +42.5% | +87.2% | -44.6% | +25.6% |
| 1Y | +44.9% | +101.4% | -56.6% | +25.3% |
| 3Y | +293.0% | +16.9% | +276.1% | +261.7% |
| 5Y | +497.7% | +178.4% | +319.2% | +363.6% |
| All | +990.2% | -2.4% | +992.6% | +696.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling