+503.6%
IBKR vs AMCR
-12.3%
+515.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.6% | +3.8% | +2.7% |
| 7D | -1.3% | -6.3% | +4.9% | +0.7% |
| 30D | -0.2% | -7.8% | +7.6% | +2.3% |
| 3M | +3.0% | +7.5% | -4.6% | -0.3% |
| 6M | +33.9% | +2.7% | +31.2% | +31.2% |
| YTD | +42.5% | +6.0% | +36.5% | +37.7% |
| 1Y | +44.9% | +7.8% | +37.1% | +38.8% |
| 3Y | +293.0% | +5.8% | +287.2% | +268.3% |
| All | +503.6% | -12.3% | +515.9% | +517.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling