+173.0%
ATI vs AMCR
+11.5%
+161.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.6% | +4.6% | +3.6% |
| 7D | -0.1% | -3.3% | +3.2% | +1.2% |
| 30D | +2.7% | -5.4% | +8.1% | +4.8% |
| 3M | +16.3% | +20.0% | -3.6% | +4.3% |
| 6M | +30.2% | 0.0% | +30.1% | +23.9% |
| YTD | +83.6% | +11.5% | +72.0% | +69.6% |
| 1Y | +173.0% | +11.4% | +161.6% | +155.2% |
| All | +173.0% | +11.5% | +161.5% | +155.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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