+4,225.9%
AMD vs IBKR
+1,190.5%
+3,035.5%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.4% | +7.3% | +6.6% |
| 7D | +44.7% | +11.8% | +32.9% | +36.4% |
| 30D | -3.3% | -7.0% | +3.7% | +2.0% |
| 3M | +21.2% | -11.2% | +32.4% | +30.7% |
| 6M | +30.6% | -3.7% | +34.2% | +34.8% |
| YTD | +173.3% | +26.8% | +146.5% | +143.6% |
| 1Y | +126.1% | +12.3% | +113.7% | +115.0% |
| 3Y | +393.5% | +301.2% | +92.3% | +132.1% |
| 5Y | +295.8% | +355.1% | -59.3% | +71.7% |
| 10Y | +8,648.9% | +841.5% | +7,807.4% | +2,283.7% |
| All | +4,225.9% | +1,190.5% | +3,035.5% | +718.9% |
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 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