+44.9%
IBKR vs AMRZ
-24.2%
+69.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.1% |
| 7D | -1.3% | -7.5% | +6.2% | +1.0% |
| 30D | -0.2% | -12.4% | +12.2% | +3.8% |
| 3M | +3.0% | -22.4% | +25.3% | +10.5% |
| 6M | +33.9% | -29.5% | +63.4% | +47.7% |
| YTD | +42.5% | -24.1% | +66.7% | +52.8% |
| 1Y | +44.9% | -26.3% | +71.1% | +55.8% |
| All | +44.9% | -24.2% | +69.1% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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