+48.5%
AMZN vs IBKR
+495.5%
-446.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.2% | -0.2% | +1.1% |
| 7D | -0.7% | -1.3% | +0.7% | -0.2% |
| 30D | -3.9% | -0.2% | -3.7% | -4.2% |
| 3M | +6.3% | +3.0% | +3.4% | +4.1% |
| 6M | +20.8% | +33.9% | -13.1% | +6.1% |
| YTD | +11.2% | +42.5% | -31.3% | -5.6% |
| 1Y | +11.7% | +44.9% | -33.2% | -6.2% |
| 3Y | +79.4% | +293.0% | -213.6% | -5.3% |
| All | +48.5% | +495.5% | -446.9% | -40.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling