+990.2%
IBKR vs AMC
-98.9%
+1,089.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.2% | -2.1% | +2.1% |
| 7D | -1.3% | -7.2% | +5.8% | -1.2% |
| 30D | -0.2% | -2.8% | +2.5% | -0.2% |
| 3M | +3.0% | +7.9% | -4.9% | +2.5% |
| 6M | +33.9% | +119.6% | -85.8% | +31.4% |
| YTD | +42.5% | +57.7% | -15.2% | +40.6% |
| 1Y | +44.9% | -12.1% | +57.0% | +44.3% |
| 3Y | +293.0% | -66.5% | +359.5% | +293.3% |
| 5Y | +497.7% | -99.5% | +597.2% | +519.7% |
| All | +990.2% | -98.9% | +1,089.1% | +1,003.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling