+912.3%
ATI vs AFRM
-25.2%
+937.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.1% | +5.3% | +5.2% |
| 7D | +6.0% | -7.5% | +13.5% | +6.9% |
| 30D | -3.6% | -15.7% | +12.1% | -1.9% |
| 3M | -18.9% | -9.6% | -9.3% | -18.2% |
| 6M | +16.7% | +6.3% | +10.4% | +15.2% |
| YTD | +61.1% | -8.6% | +69.7% | +60.5% |
| 1Y | +89.3% | -7.6% | +96.9% | +88.0% |
| 3Y | +333.3% | +173.7% | +159.7% | +271.7% |
| 5Y | +954.5% | -56.9% | +1,011.4% | +773.7% |
| All | +912.3% | -25.2% | +937.5% | +745.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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