+10.6%
IBKR vs AMIX
-92.3%
+103.0%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.0% | +3.6% | +0.6% |
| 7D | -6.8% | -25.1% | +18.3% | -6.7% |
| 30D | -12.5% | -54.5% | +42.0% | -12.4% |
| 3M | -12.0% | -91.7% | +79.7% | -11.6% |
| 6M | -4.5% | -79.4% | +74.9% | -1.4% |
| YTD | +21.5% | -86.1% | +107.5% | +24.2% |
| 1Y | +10.6% | -91.6% | +102.2% | +12.2% |
| All | +10.6% | -92.3% | +103.0% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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