+195.2%
AMD vs IBKR
+45.1%
+150.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.4% | +5.0% | +5.0% |
| 7D | +2.6% | -3.3% | +5.8% | +4.9% |
| 30D | -0.9% | +4.5% | -5.4% | -5.2% |
| 3M | -8.7% | +6.5% | -15.2% | -13.4% |
| 6M | +136.3% | +34.2% | +102.1% | +85.7% |
| YTD | +123.0% | +44.5% | +78.5% | +64.8% |
| 1Y | +195.2% | +44.7% | +150.5% | +125.8% |
| All | +195.2% | +45.1% | +150.1% | +125.8% |
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