+990.2%
IBKR vs APD
+166.7%
+823.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +2.9% | +2.5% |
| 7D | -1.3% | -3.3% | +1.9% | +0.1% |
| 30D | -0.2% | -4.2% | +3.9% | +1.5% |
| 3M | +3.0% | +5.4% | -2.5% | +0.1% |
| 6M | +33.9% | +6.3% | +27.6% | +29.1% |
| YTD | +42.5% | +20.3% | +22.2% | +29.4% |
| 1Y | +44.9% | +1.6% | +43.3% | +41.2% |
| 3Y | +293.0% | +4.0% | +289.0% | +269.6% |
| 5Y | +497.7% | +23.3% | +474.3% | +399.5% |
| All | +990.2% | +166.7% | +823.5% | +426.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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