+2,385.5%
IBKR vs KWEB
+21.1%
+2,364.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +2.0% |
| 7D | -1.3% | -5.6% | +4.2% | +0.3% |
| 30D | -0.2% | -10.7% | +10.4% | +3.0% |
| 3M | +3.0% | -7.4% | +10.4% | +5.0% |
| 6M | +33.9% | -19.3% | +53.2% | +42.0% |
| YTD | +42.5% | -27.8% | +70.3% | +56.1% |
| 1Y | +44.9% | -35.9% | +80.8% | +64.0% |
| 3Y | +293.0% | -1.9% | +294.9% | +282.9% |
| 5Y | +497.7% | -43.2% | +540.8% | +548.3% |
| 10Y | +1,004.4% | -21.2% | +1,025.6% | +866.3% |
| All | +2,385.5% | +21.1% | +2,364.4% | +1,796.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling