+316.0%
IBKR vs AMIX
-99.9%
+415.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.6% | -0.3% |
| 7D | -3.3% | -13.7% | +10.4% | -3.2% |
| 30D | +4.5% | -62.1% | +66.5% | +5.0% |
| 3M | +6.5% | -46.2% | +52.6% | +6.4% |
| 6M | +34.2% | -46.4% | +80.6% | +33.9% |
| YTD | +44.5% | -60.3% | +104.7% | +44.9% |
| 1Y | +44.7% | -79.7% | +124.4% | +46.6% |
| All | +316.0% | -99.9% | +415.9% | +361.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling