-11.4%
RKT vs IBKR
+495.5%
-506.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.3% | -0.6% |
| 7D | -6.3% | -1.3% | -4.9% | -6.0% |
| 30D | -6.2% | -0.2% | -6.0% | -6.2% |
| 3M | -1.9% | +3.0% | -4.8% | -2.9% |
| 6M | -13.0% | +33.9% | -46.9% | -18.4% |
| YTD | -31.9% | +42.5% | -74.4% | -36.8% |
| 1Y | -37.6% | +44.9% | -82.4% | -42.1% |
| 3Y | +36.8% | +293.0% | -256.2% | -0.2% |
| All | -11.4% | +495.5% | -506.9% | -47.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling