-10.4%
RKT vs IBKR
+10.3%
-20.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.5% | +8.1% | +8.5% |
| 7D | +29.7% | -6.8% | +36.5% | +33.1% |
| 30D | +28.5% | -12.5% | +41.1% | +35.5% |
| 3M | +6.4% | -12.0% | +18.4% | +11.2% |
| 6M | +7.1% | -4.5% | +11.7% | +4.7% |
| YTD | -22.5% | +21.5% | -43.9% | -35.4% |
| 1Y | -10.4% | +10.6% | -21.1% | -20.6% |
| All | -10.4% | +10.3% | -20.7% | -20.6% |
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