+66.9%
AMAT vs IBKR
+13.3%
+53.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -3.2% |
| 7D | +11.4% | +7.9% | +3.5% | +5.4% |
| 30D | -17.0% | -2.8% | -14.3% | -15.1% |
| 3M | -30.6% | -10.5% | -20.2% | -25.6% |
| 6M | -14.9% | -3.7% | -11.2% | -13.2% |
| YTD | +44.7% | +27.6% | +17.1% | +18.8% |
| 1Y | +66.9% | +22.5% | +44.4% | +41.5% |
| All | +66.9% | +13.3% | +53.6% | +41.5% |
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