+44.7%
IBKR vs AMCR
+13.1%
+31.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -3.3% | -1.9% | -1.4% | -2.9% |
| 30D | +4.5% | -4.1% | +8.6% | +5.5% |
| 3M | +6.5% | +21.7% | -15.2% | -0.6% |
| 6M | +34.2% | +1.5% | +32.7% | +29.3% |
| YTD | +44.5% | +13.1% | +31.3% | +39.0% |
| 1Y | +44.7% | +13.0% | +31.7% | +44.2% |
| All | +44.7% | +13.1% | +31.6% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 1y: compounded portfolio wealth divided by compounded AMCR 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…
1y analysis · Full analysis span regression · 6 months rolling