+1,410.3%
IBKR vs KMB
+191.3%
+1,219.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.4% | +0.6% |
| 7D | +1.3% | -8.6% | +9.9% | +4.3% |
| 30D | -0.3% | -7.5% | +7.2% | +2.1% |
| 3M | +4.7% | -0.6% | +5.3% | +4.2% |
| 6M | +34.0% | -1.5% | +35.6% | +33.4% |
| YTD | +40.8% | +1.6% | +39.2% | +38.2% |
| 1Y | +45.7% | -20.8% | +66.5% | +54.9% |
| 3Y | +288.4% | -12.4% | +300.7% | +287.6% |
| 5Y | +487.2% | -12.9% | +500.1% | +475.2% |
| 10Y | +991.2% | +14.7% | +976.5% | +768.5% |
| All | +1,410.3% | +191.3% | +1,219.0% | +408.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 all: compounded portfolio wealth divided by compounded KMB 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…
all analysis · Full analysis span regression · 6 months rolling