+279.2%
RTX vs IBKR
+1,011.6%
-732.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.9% |
| 7D | -1.5% | -1.3% | -0.2% | -1.1% |
| 30D | -11.0% | -0.2% | -10.7% | -11.2% |
| 3M | +7.7% | +3.0% | +4.7% | +5.7% |
| 6M | -3.9% | +33.9% | -37.8% | -13.9% |
| YTD | +9.0% | +42.5% | -33.5% | -5.1% |
| 1Y | +27.3% | +44.9% | -17.6% | +9.3% |
| 3Y | +172.9% | +293.0% | -120.1% | +51.7% |
| 5Y | +165.2% | +497.7% | -332.5% | +16.7% |
| All | +279.2% | +1,011.6% | -732.4% | +26.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling