+493.4%
KO vs IBKR
+1,318.9%
-825.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.5% |
| 7D | -1.1% | -3.8% | +2.7% | -0.6% |
| 30D | +1.6% | -0.3% | +1.9% | +1.5% |
| 3M | +5.8% | +4.8% | +1.0% | +4.5% |
| 6M | +14.3% | +30.8% | -16.5% | +8.9% |
| YTD | +27.3% | +39.5% | -12.1% | +19.6% |
| 1Y | +33.2% | +43.7% | -10.5% | +23.9% |
| 3Y | +64.5% | +284.7% | -220.2% | +25.6% |
| 5Y | +83.1% | +484.9% | -401.8% | +26.7% |
| 10Y | +183.9% | +980.8% | -796.9% | +68.4% |
| All | +493.4% | +1,318.9% | -825.5% | +185.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling