+990.2%
IBKR vs AU
+699.0%
+291.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.7% | +2.2% |
| 7D | -1.3% | -4.3% | +2.9% | -1.2% |
| 30D | -0.2% | +7.3% | -7.5% | -0.4% |
| 3M | +3.0% | +26.3% | -23.4% | +2.1% |
| 6M | +33.9% | +1.8% | +32.1% | +33.3% |
| YTD | +42.5% | +26.8% | +15.7% | +41.6% |
| 1Y | +44.9% | +66.7% | -21.8% | +43.8% |
| 3Y | +293.0% | +579.1% | -286.1% | +293.0% |
| 5Y | +497.7% | +689.3% | -191.7% | +494.8% |
| All | +990.2% | +699.0% | +291.2% | +1,064.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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