+394.8%
AMD vs IBKR
+287.2%
+107.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.8% | +3.5% |
| 7D | +14.0% | +1.3% | +12.7% | +12.9% |
| 30D | +11.0% | -0.3% | +11.3% | +10.7% |
| 3M | +9.6% | +4.7% | +4.9% | +6.2% |
| 6M | +157.1% | +34.0% | +123.1% | +115.5% |
| YTD | +143.3% | +40.8% | +102.5% | +98.9% |
| 1Y | +234.4% | +45.7% | +188.7% | +169.8% |
| All | +394.8% | +287.2% | +107.6% | +193.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling