+2.0%
IBKR vs KWEB
-33.1%
+35.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +1.8% | -8.4% | -7.6% |
| 7D | -11.1% | +8.6% | -19.7% | -15.3% |
| 30D | -19.7% | +0.9% | -20.6% | -20.1% |
| 3M | -18.0% | -13.2% | -4.7% | -10.7% |
| 6M | -13.2% | -13.2% | +0.1% | -6.4% |
| YTD | +13.4% | -27.3% | +40.7% | +40.1% |
| 1Y | +2.0% | -33.2% | +35.2% | +33.0% |
| All | +2.0% | -33.1% | +35.1% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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