+95.0%
AMT vs ATI
+1,051.1%
-956.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.1% |
| 7D | -0.2% | +3.2% | -3.3% | -0.4% |
| 30D | +1.8% | -9.0% | +10.9% | +2.6% |
| 3M | -6.2% | +15.1% | -21.3% | -7.6% |
| 6M | -5.0% | +38.1% | -43.1% | -8.0% |
| YTD | +2.1% | +80.7% | -78.6% | -3.6% |
| 1Y | -5.7% | +167.5% | -173.3% | -14.2% |
| 3Y | +7.9% | +366.0% | -358.1% | -9.1% |
| 5Y | -32.3% | +1,088.8% | -1,121.1% | -49.1% |
| 10Y | +95.0% | +1,055.0% | -960.0% | +31.6% |
| All | +95.0% | +1,051.1% | -956.1% | +31.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling