+8,589.1%
AMD vs IBKR
+1,011.6%
+7,577.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.2% | +0.3% | +1.3% |
| 7D | +8.1% | -1.3% | +9.4% | +8.8% |
| 30D | +6.9% | -0.2% | +7.1% | +6.7% |
| 3M | +5.7% | +3.0% | +2.7% | +3.6% |
| 6M | +152.0% | +33.9% | +118.1% | +115.0% |
| YTD | +141.0% | +42.5% | +98.5% | +99.2% |
| 1Y | +231.6% | +44.9% | +186.7% | +172.5% |
| 3Y | +390.1% | +293.0% | +97.1% | +134.7% |
| 5Y | +390.6% | +497.7% | -107.0% | +86.9% |
| All | +8,589.1% | +1,011.6% | +7,577.4% | +2,590.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling