+2.1%
KDP vs IBKR
+291.8%
-289.7%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.2% |
| 7D | -3.7% | -1.3% | -2.3% | -3.7% |
| 30D | +6.2% | -0.2% | +6.4% | +6.2% |
| 3M | +1.2% | +3.0% | -1.7% | +1.1% |
| 6M | +15.3% | +33.9% | -18.5% | +14.3% |
| YTD | +14.8% | +42.5% | -27.7% | +13.4% |
| 1Y | +17.6% | +44.9% | -27.3% | +16.0% |
| 3Y | +2.1% | +293.0% | -290.9% | -6.1% |
| All | +2.1% | +291.8% | -289.7% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 3y: compounded portfolio wealth divided by compounded IBKR 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…
3y analysis · Full analysis span regression · 6 months rolling