+172.9%
RTX vs IBKR
+291.8%
-118.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.5% |
| 7D | -1.5% | -1.3% | -0.2% | -1.4% |
| 30D | -11.0% | -0.2% | -10.7% | -11.0% |
| 3M | +7.7% | +3.0% | +4.7% | +6.9% |
| 6M | -3.9% | +33.9% | -37.8% | -8.1% |
| YTD | +9.0% | +42.5% | -33.5% | +3.1% |
| 1Y | +27.3% | +44.9% | -17.6% | +19.8% |
| 3Y | +172.9% | +293.0% | -120.1% | +133.1% |
| All | +172.9% | +291.8% | -118.9% | +133.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling