+44.9%
IBKR vs IR
-8.8%
+53.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.4% | +2.3% |
| 7D | -1.3% | -4.5% | +3.1% | +0.3% |
| 30D | -0.2% | -13.9% | +13.7% | +5.2% |
| 3M | +3.0% | -0.3% | +3.3% | +1.5% |
| 6M | +33.9% | -14.3% | +48.2% | +40.2% |
| YTD | +42.5% | -7.9% | +50.4% | +45.2% |
| 1Y | +44.9% | -9.9% | +54.8% | +50.9% |
| All | +44.9% | -8.8% | +53.7% | +50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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