+2,869.1%
IBKR vs APTV
+179.8%
+2,689.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.3% |
| 7D | -1.3% | -5.0% | +3.7% | +0.3% |
| 30D | -0.2% | -6.1% | +5.8% | +1.8% |
| 3M | +3.0% | -33.0% | +35.9% | +16.6% |
| 6M | +33.9% | -35.2% | +69.1% | +51.8% |
| YTD | +42.5% | -40.1% | +82.7% | +65.6% |
| 1Y | +44.9% | -45.6% | +90.5% | +73.8% |
| 3Y | +293.0% | -54.4% | +347.4% | +379.0% |
| 5Y | +497.7% | -68.9% | +566.6% | +707.6% |
| 10Y | +1,004.4% | -17.2% | +1,021.6% | +845.8% |
| All | +2,869.1% | +179.8% | +2,689.3% | +1,746.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 all: compounded portfolio wealth divided by compounded APTV 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…
all analysis · Full analysis span regression · 6 months rolling