+1,395.9%
IBKR vs RMD
+1,137.6%
+258.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -3.8% | -4.2% | +0.4% | -2.4% |
| 30D | -0.3% | -2.1% | +1.7% | +0.4% |
| 3M | +4.8% | +13.8% | -9.0% | -0.2% |
| 6M | +30.8% | -10.6% | +41.4% | +34.5% |
| YTD | +39.5% | -8.1% | +47.6% | +42.0% |
| 1Y | +43.7% | -18.0% | +61.6% | +51.6% |
| 3Y | +284.7% | +52.9% | +231.8% | +213.6% |
| 5Y | +484.9% | -22.3% | +507.2% | +495.3% |
| 10Y | +980.8% | +274.8% | +706.0% | +465.7% |
| All | +1,395.9% | +1,137.6% | +258.3% | +249.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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