+284.6%
IBKR vs ARWR
+173.6%
+111.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | -3.8% | -4.3% | +0.5% | -3.3% |
| 30D | -0.3% | -7.3% | +7.0% | +0.6% |
| 3M | +4.8% | +17.0% | -12.2% | +2.4% |
| 6M | +30.8% | +39.8% | -9.0% | +24.7% |
| YTD | +39.5% | +24.7% | +14.8% | +34.4% |
| 1Y | +43.7% | +186.5% | -142.8% | +25.3% |
| All | +284.6% | +173.6% | +111.0% | +204.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling