+10.6%
IBKR vs OPEN
-72.7%
+83.3%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +13.8% | -13.3% | -2.1% |
| 7D | -6.8% | +3.7% | -10.4% | -7.5% |
| 30D | -12.5% | -14.3% | +1.7% | -10.3% |
| 3M | -12.0% | -51.9% | +39.9% | +0.8% |
| 6M | -4.5% | -61.4% | +56.9% | +13.1% |
| YTD | +21.5% | -66.0% | +87.5% | +43.7% |
| 1Y | +10.6% | -71.4% | +82.0% | +32.8% |
| All | +10.6% | -72.7% | +83.3% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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