+262.0%
AMAT vs IBKR
+489.2%
-227.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | -0.1% | -0.4% |
| 7D | +6.9% | +1.3% | +5.6% | +6.0% |
| 30D | -10.1% | -0.3% | -9.8% | -10.3% |
| 3M | -6.0% | +4.7% | -10.7% | -8.8% |
| 6M | +38.6% | +34.0% | +4.6% | +17.7% |
| YTD | +83.1% | +40.8% | +42.3% | +51.6% |
| 1Y | +188.3% | +45.7% | +142.6% | +134.4% |
| 3Y | +225.3% | +288.4% | -63.0% | +50.9% |
| 5Y | +262.0% | +487.2% | -225.2% | +25.9% |
| All | +262.0% | +489.2% | -227.2% | +25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling