+913.4%
ASX vs ATI
+1,051.1%
-137.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.6% | +7.7% | +6.5% |
| 7D | +6.3% | +3.2% | +3.1% | +5.4% |
| 30D | +6.4% | -9.0% | +15.4% | +9.1% |
| 3M | +13.1% | +15.1% | -1.9% | +9.4% |
| 6M | +90.3% | +38.1% | +52.2% | +75.6% |
| YTD | +149.6% | +80.7% | +69.0% | +115.7% |
| 1Y | +249.2% | +167.5% | +81.7% | +173.2% |
| 3Y | +445.9% | +366.0% | +79.9% | +267.4% |
| 5Y | +477.7% | +1,088.8% | -611.0% | +212.3% |
| 10Y | +913.4% | +1,055.0% | -141.6% | +410.0% |
| All | +913.4% | +1,051.1% | -137.8% | +410.0% |
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