+623.9%
RTX vs IBKR
+1,332.5%
-708.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.1% | -0.4% |
| 7D | -1.6% | +1.3% | -2.9% | -2.0% |
| 30D | -11.6% | -0.3% | -11.2% | -11.7% |
| 3M | +9.2% | +4.7% | +4.5% | +6.7% |
| 6M | -4.4% | +34.0% | -38.4% | -14.2% |
| YTD | +8.9% | +40.8% | -31.9% | -4.4% |
| 1Y | +32.1% | +45.7% | -13.6% | +13.8% |
| 3Y | +151.2% | +288.4% | -137.1% | +48.2% |
| 5Y | +162.9% | +487.2% | -324.3% | +29.3% |
| 10Y | +283.9% | +991.2% | -707.3% | +48.0% |
| All | +623.9% | +1,332.5% | -708.6% | +103.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling