+161.6%
ATI vs AHR
+26.4%
+135.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | -0.1% |
| 7D | -5.6% | -2.1% | -3.6% | -5.7% |
| 30D | -13.7% | +1.9% | -15.6% | -13.7% |
| 3M | -0.4% | +15.7% | -16.0% | -2.6% |
| 6M | +26.2% | +2.5% | +23.7% | +25.6% |
| YTD | +73.2% | +15.0% | +58.2% | +73.0% |
| 1Y | +161.6% | +28.1% | +133.5% | +160.7% |
| All | +161.6% | +26.4% | +135.2% | +160.7% |
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