+1,178.1%
ATI vs A
+236.6%
+941.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.1% | +0.4% |
| 7D | +2.4% | -4.4% | +6.8% | +5.0% |
| 30D | -9.5% | -2.7% | -6.8% | -8.5% |
| 3M | +10.4% | +7.0% | +3.3% | +5.3% |
| 6M | +31.8% | +24.6% | +7.2% | +13.7% |
| YTD | +80.0% | +7.0% | +73.0% | +68.9% |
| 1Y | +175.8% | +15.6% | +160.3% | +145.3% |
| 3Y | +364.2% | +29.9% | +334.3% | +265.7% |
| 5Y | +1,076.9% | -15.4% | +1,092.2% | +1,101.1% |
| 10Y | +1,178.1% | +248.9% | +929.2% | +305.0% |
| All | +1,178.1% | +236.6% | +941.5% | +305.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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