+88.5%
ACN vs ATI
+1,068.2%
-979.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.7% |
| 7D | -6.3% | +2.4% | -8.7% | -6.7% |
| 30D | -1.4% | -9.5% | +8.1% | 0.0% |
| 3M | +2.6% | +10.4% | -7.8% | +0.2% |
| 6M | -14.3% | +31.8% | -46.1% | -19.2% |
| YTD | -33.1% | +80.0% | -113.1% | -40.5% |
| 1Y | -28.8% | +175.8% | -204.6% | -41.5% |
| 3Y | -43.0% | +364.2% | -407.2% | -58.5% |
| 5Y | -44.0% | +1,076.9% | -1,120.9% | -66.1% |
| 10Y | +88.5% | +1,178.1% | -1,089.6% | +4.7% |
| All | +88.5% | +1,068.2% | -979.7% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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