+990.2%
IBKR vs TKO
+989.7%
+0.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.8% | +2.1% |
| 7D | -1.3% | +2.3% | -3.7% | -1.9% |
| 30D | -0.2% | -2.5% | +2.2% | +0.2% |
| 3M | +3.0% | -10.6% | +13.6% | +5.2% |
| 6M | +33.9% | -5.1% | +38.9% | +34.7% |
| YTD | +42.5% | -8.2% | +50.7% | +44.3% |
| 1Y | +44.9% | -4.4% | +49.3% | +45.0% |
| 3Y | +293.0% | +100.4% | +192.6% | +229.9% |
| 5Y | +497.7% | +294.3% | +203.4% | +325.5% |
| All | +990.2% | +989.7% | +0.5% | +492.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TKO.
Daily Out/Under-Performance
Portfolio return minus TKO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TKO 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 TKO 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