+775.0%
IBKR vs OPEN
-74.0%
+849.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.7% | +5.7% | -0.5% |
| 7D | -3.8% | -10.5% | +6.7% | -3.1% |
| 30D | -0.3% | -21.8% | +21.5% | +1.2% |
| 3M | +4.8% | -37.5% | +42.3% | +7.7% |
| 6M | +30.8% | -44.1% | +74.9% | +35.1% |
| YTD | +39.5% | -52.0% | +91.4% | +44.9% |
| 1Y | +43.7% | -52.2% | +95.9% | +46.1% |
| 3Y | +284.7% | -25.9% | +310.6% | +251.5% |
| 5Y | +484.9% | -85.1% | +570.0% | +451.3% |
| All | +775.0% | -74.0% | +849.0% | +735.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling