-13.7%
KKR vs IBKR
+10.3%
-24.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.5% | +5.0% | +5.4% |
| 7D | +8.9% | -6.8% | +15.7% | +12.0% |
| 30D | +12.7% | -12.5% | +25.2% | +19.0% |
| 3M | -6.2% | -12.0% | +5.9% | -1.6% |
| 6M | -1.5% | -4.5% | +3.0% | -2.3% |
| YTD | -20.1% | +21.5% | -41.5% | -29.6% |
| 1Y | -13.7% | +10.6% | -24.3% | -20.5% |
| All | -13.7% | +10.3% | -24.0% | -20.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling