+169.8%
AMAT vs IBKR
+46.7%
+123.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.6% | -0.9% |
| 7D | +0.4% | -1.3% | +1.7% | +1.2% |
| 30D | -16.6% | -0.2% | -16.4% | -17.0% |
| 3M | -17.3% | +3.0% | -20.3% | -19.5% |
| 6M | +30.3% | +33.9% | -3.5% | +5.7% |
| YTD | +78.3% | +42.5% | +35.8% | +37.9% |
| 1Y | +169.8% | +44.9% | +124.9% | +113.5% |
| All | +169.8% | +46.7% | +123.0% | +113.5% |
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 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