+12.5%
RIVN vs IBKR
+10.3%
+2.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.5% | +5.3% | +5.5% |
| 7D | +20.5% | -6.8% | +27.3% | +24.7% |
| 30D | -3.7% | -12.5% | +8.8% | +3.3% |
| 3M | -10.8% | -12.0% | +1.3% | -5.4% |
| 6M | -3.1% | -4.5% | +1.4% | -1.8% |
| YTD | -28.7% | +21.5% | -50.1% | -36.8% |
| 1Y | +12.5% | +10.6% | +1.8% | +7.1% |
| All | +12.5% | +10.3% | +2.2% | +7.1% |
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 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