+990.2%
IBKR vs AR
+41.9%
+948.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.9% | +4.1% | +2.4% |
| 7D | -1.3% | -2.5% | +1.1% | -1.0% |
| 30D | -0.2% | +2.5% | -2.8% | -0.6% |
| 3M | +3.0% | +12.3% | -9.4% | +1.0% |
| 6M | +33.9% | -3.1% | +37.0% | +33.6% |
| YTD | +42.5% | +11.5% | +31.0% | +38.9% |
| 1Y | +44.9% | +17.0% | +27.8% | +40.0% |
| 3Y | +293.0% | +47.3% | +245.7% | +265.3% |
| 5Y | +497.7% | +141.2% | +356.4% | +411.2% |
| All | +990.2% | +41.9% | +948.3% | +874.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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