+305.5%
IBKR vs AMIX
-99.9%
+405.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.5% | -0.8% |
| 7D | +1.3% | +1.6% | -0.3% | +1.3% |
| 30D | -0.3% | -50.8% | +50.5% | 0.0% |
| 3M | +4.7% | -46.3% | +50.9% | +4.6% |
| 6M | +34.0% | -49.9% | +83.9% | +33.9% |
| YTD | +40.8% | -60.4% | +101.2% | +41.2% |
| 1Y | +45.7% | -81.7% | +127.4% | +48.0% |
| All | +305.5% | -99.9% | +405.4% | +350.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling