+503.6%
IBKR vs KWEB
-42.7%
+546.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +2.0% |
| 7D | -1.3% | -5.6% | +4.2% | -0.1% |
| 30D | -0.2% | -10.7% | +10.4% | +2.2% |
| 3M | +3.0% | -7.4% | +10.4% | +4.5% |
| 6M | +33.9% | -19.3% | +53.2% | +39.9% |
| YTD | +42.5% | -27.8% | +70.3% | +52.5% |
| 1Y | +44.9% | -35.9% | +80.8% | +58.6% |
| 3Y | +293.0% | -1.9% | +294.9% | +290.8% |
| All | +503.6% | -42.7% | +546.3% | +578.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling