+2.0%
IBKR vs KR
+11.3%
-9.4%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +0.7% | -7.3% | -6.4% |
| 7D | -11.1% | +5.3% | -16.4% | -9.4% |
| 30D | -19.7% | +18.9% | -38.6% | -14.7% |
| 3M | -18.0% | +23.3% | -41.3% | -11.6% |
| 6M | -13.2% | +5.0% | -18.2% | -10.4% |
| YTD | +13.4% | +13.0% | +0.4% | +16.3% |
| 1Y | +2.0% | +12.4% | -10.5% | +4.6% |
| All | +2.0% | +11.3% | -9.4% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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