+3,552.3%
ASX vs ATI
+1,569.0%
+1,983.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.0% | -2.8% | -0.6% |
| 7D | -0.7% | -0.1% | -0.7% | -0.7% |
| 30D | +2.0% | +2.7% | -0.7% | +1.1% |
| 3M | -1.3% | +16.3% | -17.7% | -4.8% |
| 6M | +71.4% | +30.2% | +41.3% | +60.3% |
| YTD | +135.3% | +83.6% | +51.8% | +101.2% |
| 1Y | +267.5% | +173.0% | +94.5% | +182.0% |
| 3Y | +388.5% | +356.6% | +31.8% | +220.3% |
| 5Y | +417.1% | +1,074.2% | -657.1% | +159.2% |
| 10Y | +872.7% | +1,136.2% | -263.5% | +302.4% |
| All | +3,552.3% | +1,569.0% | +1,983.3% | +950.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling