+44.7%
IBKR vs JD
-5.6%
+50.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.2% | -0.9% |
| 7D | -3.3% | -1.7% | -1.6% | -2.8% |
| 30D | +4.5% | -13.2% | +17.6% | +9.1% |
| 3M | +6.5% | -3.2% | +9.7% | +6.6% |
| 6M | +34.2% | +15.2% | +19.0% | +24.1% |
| YTD | +44.5% | +2.0% | +42.5% | +40.3% |
| 1Y | +44.7% | -5.4% | +50.1% | +47.0% |
| All | +44.7% | -5.6% | +50.3% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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