+86.5%
ATI vs AHR
+26.3%
+60.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.3% | -0.7% |
| 7D | +8.3% | +9.5% | -1.1% | +8.5% |
| 30D | -7.3% | +11.7% | -18.9% | -7.1% |
| 3M | -10.5% | +4.0% | -14.5% | -10.5% |
| 6M | +16.4% | +13.5% | +2.8% | +15.1% |
| YTD | +56.1% | +21.6% | +34.5% | +56.1% |
| 1Y | +86.5% | +25.1% | +61.4% | +83.8% |
| All | +86.5% | +26.3% | +60.2% | +83.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 1y: compounded portfolio wealth divided by compounded AHR 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…
1y analysis · Full analysis span regression · 6 months rolling