+990.2%
IBKR vs RVTY
+145.6%
+844.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.8% | -0.6% | +1.3% |
| 7D | -1.3% | -4.5% | +3.2% | +0.1% |
| 30D | -0.2% | +5.5% | -5.7% | -2.0% |
| 3M | +3.0% | +22.5% | -19.6% | -4.2% |
| 6M | +33.9% | +38.9% | -5.0% | +19.1% |
| YTD | +42.5% | +28.7% | +13.8% | +29.9% |
| 1Y | +44.9% | +45.5% | -0.6% | +26.7% |
| 3Y | +293.0% | +16.4% | +276.6% | +255.4% |
| 5Y | +497.7% | -32.7% | +530.4% | +547.5% |
| All | +990.2% | +145.6% | +844.6% | +502.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling