+7,867.4%
AMZN vs IBKR
+1,318.9%
+6,548.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.1% |
| 7D | -2.7% | -3.8% | +1.1% | -1.4% |
| 30D | -7.5% | -0.3% | -7.2% | -7.7% |
| 3M | +5.8% | +4.8% | +1.1% | +3.2% |
| 6M | +17.5% | +30.8% | -13.3% | +5.7% |
| YTD | +9.1% | +39.5% | -30.3% | -4.7% |
| 1Y | +9.4% | +43.7% | -34.3% | -5.8% |
| 3Y | +82.2% | +284.7% | -202.4% | +8.5% |
| 5Y | +45.2% | +484.9% | -439.7% | -26.7% |
| 10Y | +562.7% | +980.8% | -418.1% | +156.0% |
| All | +7,867.4% | +1,318.9% | +6,548.6% | +2,278.9% |
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