+267.4%
IBKR vs AMIX
-100.0%
+367.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.6% |
| 7D | +7.9% | -9.9% | +17.7% | +7.9% |
| 30D | -2.8% | -52.8% | +50.0% | -2.3% |
| 3M | -10.5% | -80.0% | +69.6% | -9.6% |
| 6M | -3.7% | -80.2% | +76.5% | -3.6% |
| YTD | +27.6% | -88.1% | +115.7% | +28.9% |
| 1Y | +22.5% | -91.1% | +113.6% | +23.9% |
| All | +267.4% | -100.0% | +367.3% | +311.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling