+990.2%
IBKR vs AMT
+109.6%
+880.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.8% | -0.6% | +1.8% |
| 7D | -1.3% | +1.1% | -2.5% | -1.5% |
| 30D | -0.2% | +4.4% | -4.6% | -0.9% |
| 3M | +3.0% | -5.2% | +8.1% | +3.6% |
| 6M | +33.9% | -0.8% | +34.7% | +33.5% |
| YTD | +42.5% | +3.3% | +39.2% | +40.8% |
| 1Y | +44.9% | -6.0% | +50.9% | +45.4% |
| 3Y | +293.0% | +9.6% | +283.4% | +268.2% |
| 5Y | +497.7% | -29.2% | +526.9% | +527.8% |
| All | +990.2% | +109.6% | +880.6% | +973.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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