+490.7%
IBKR vs AR
+139.7%
+351.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -3.8% | -1.3% | -2.5% | -3.6% |
| 30D | -0.3% | +3.5% | -3.9% | -1.1% |
| 3M | +4.8% | +9.9% | -5.1% | +2.5% |
| 6M | +30.8% | +4.5% | +26.3% | +28.4% |
| YTD | +39.5% | +13.7% | +25.8% | +33.8% |
| 1Y | +43.7% | +19.2% | +24.4% | +35.9% |
| 3Y | +284.7% | +46.2% | +238.5% | +247.2% |
| All | +490.7% | +139.7% | +351.0% | +386.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling