+1,098.9%
ATI vs ACWI
+67.7%
+1,031.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | -0.1% | +0.5% | -0.5% | -0.7% |
| 30D | +2.7% | +0.9% | +1.8% | +1.5% |
| 3M | +16.3% | +2.4% | +13.9% | +12.8% |
| 6M | +30.2% | +12.4% | +17.8% | +12.0% |
| YTD | +83.6% | +15.2% | +68.4% | +52.9% |
| 1Y | +173.0% | +22.7% | +150.3% | +109.5% |
| 3Y | +356.6% | +75.8% | +280.9% | +129.4% |
| All | +1,098.9% | +67.7% | +1,031.3% | +528.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling