+990.2%
IBKR vs ARWR
+1,081.9%
-91.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | -1.3% | -4.0% | +2.7% | -0.9% |
| 30D | -0.2% | -5.0% | +4.8% | +0.3% |
| 3M | +3.0% | +11.3% | -8.4% | +1.4% |
| 6M | +33.9% | +42.6% | -8.7% | +28.2% |
| YTD | +42.5% | +24.8% | +17.7% | +38.1% |
| 1Y | +44.9% | +178.8% | -133.9% | +28.2% |
| 3Y | +293.0% | +183.3% | +109.7% | +229.9% |
| 5Y | +497.7% | +29.5% | +468.2% | +424.3% |
| All | +990.2% | +1,081.9% | -91.7% | +684.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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