+3,429.7%
AMD vs IBKR
+1,369.6%
+2,060.1%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.4% | +5.0% | +4.9% |
| 7D | +2.6% | -3.3% | +5.8% | +4.2% |
| 30D | -0.9% | +4.5% | -5.4% | -3.7% |
| 3M | -8.7% | +6.5% | -15.2% | -11.8% |
| 6M | +136.3% | +34.2% | +102.1% | +101.4% |
| YTD | +123.0% | +44.5% | +78.5% | +82.7% |
| 1Y | +195.2% | +44.7% | +150.5% | +142.3% |
| 3Y | +336.3% | +306.7% | +29.6% | +99.9% |
| 5Y | +334.5% | +489.9% | -155.4% | +61.5% |
| 10Y | +6,259.1% | +1,019.5% | +5,239.6% | +1,447.2% |
| All | +3,429.7% | +1,369.6% | +2,060.1% | +514.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling