+2.0%
IBKR vs ONON
+3.9%
-1.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -2.8% | -3.8% | -6.0% |
| 7D | -11.1% | +14.5% | -25.5% | -13.5% |
| 30D | -19.7% | +13.3% | -33.0% | -21.9% |
| 3M | -18.0% | -1.7% | -16.3% | -18.2% |
| 6M | -13.2% | +8.5% | -21.7% | -16.5% |
| YTD | +13.4% | -19.2% | +32.7% | +17.0% |
| 1Y | +2.0% | +4.0% | -2.1% | -1.2% |
| All | +2.0% | +3.9% | -1.9% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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