+1,552.4%
IBKR vs AMC
-98.1%
+1,650.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.6% | -1.7% |
| 7D | +0.6% | -0.8% | +1.4% | +0.7% |
| 30D | +3.7% | -1.2% | +4.8% | +3.7% |
| 3M | +4.2% | +42.2% | -38.0% | +3.0% |
| 6M | +36.6% | +118.8% | -82.2% | +33.6% |
| YTD | +41.9% | +64.1% | -22.2% | +39.5% |
| 1Y | +49.5% | -9.5% | +59.0% | +48.7% |
| 3Y | +291.3% | -64.3% | +355.7% | +291.4% |
| 5Y | +492.7% | -99.5% | +592.1% | +522.1% |
| 10Y | +994.0% | -98.9% | +1,092.9% | +1,092.4% |
| All | +1,552.4% | -98.1% | +1,650.5% | +1,497.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling