+990.2%
IBKR vs BLK
+283.5%
+706.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +1.1% |
| 7D | -1.3% | -3.3% | +2.0% | +0.8% |
| 30D | -0.2% | -6.5% | +6.3% | +4.2% |
| 3M | +3.0% | +6.7% | -3.8% | -1.5% |
| 6M | +33.9% | +14.7% | +19.1% | +22.2% |
| YTD | +42.5% | +2.5% | +40.0% | +39.7% |
| 1Y | +44.9% | -2.8% | +47.6% | +46.7% |
| 3Y | +293.0% | +65.9% | +227.1% | +182.7% |
| 5Y | +497.7% | +33.0% | +464.7% | +381.9% |
| All | +990.2% | +283.5% | +706.7% | +306.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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