+1,428.5%
IBKR vs KR
+461.6%
+966.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.7% | -0.5% | +1.6% |
| 7D | -1.3% | -0.2% | -1.2% | -1.3% |
| 30D | -0.2% | +5.1% | -5.3% | -1.3% |
| 3M | +3.0% | -8.2% | +11.1% | +4.4% |
| 6M | +33.9% | -18.0% | +51.8% | +38.6% |
| YTD | +42.5% | -4.8% | +47.3% | +41.9% |
| 1Y | +44.9% | -11.0% | +55.9% | +46.2% |
| 3Y | +293.0% | +37.7% | +255.3% | +245.5% |
| 5Y | +497.7% | +52.8% | +444.9% | +395.2% |
| 10Y | +1,004.4% | +128.8% | +875.6% | +630.1% |
| All | +1,428.5% | +461.6% | +966.9% | +455.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling