+392.6%
ASX vs ATI
+363.8%
+28.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.0% | -2.8% | -1.1% |
| 7D | -0.7% | -0.1% | -0.7% | -0.7% |
| 30D | +2.0% | +2.7% | -0.7% | +0.6% |
| 3M | -1.3% | +16.3% | -17.7% | -7.1% |
| 6M | +71.4% | +30.2% | +41.3% | +53.7% |
| YTD | +135.3% | +83.6% | +51.8% | +86.1% |
| 1Y | +267.5% | +173.0% | +94.5% | +150.0% |
| All | +392.6% | +363.8% | +28.9% | +190.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling