+10.6%
IBKR vs BBY
+33.0%
-22.4%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.0% | -7.4% | -0.5% |
| 7D | -6.8% | +4.5% | -11.3% | -7.3% |
| 30D | -12.5% | +16.0% | -28.5% | -14.3% |
| 3M | -12.0% | +18.6% | -30.7% | -14.2% |
| 6M | -4.5% | +80.1% | -84.6% | -15.3% |
| YTD | +21.5% | +57.4% | -36.0% | +11.2% |
| 1Y | +10.6% | +34.5% | -23.9% | +7.9% |
| All | +10.6% | +33.0% | -22.4% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 1y: compounded portfolio wealth divided by compounded BBY 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…
1y analysis · Full analysis span regression · 6 months rolling