+1,090.2%
ATI vs AMCR
+14.6%
+1,075.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.9% |
| 7D | -5.6% | -6.3% | +0.6% | -1.7% |
| 30D | -13.7% | -7.8% | -5.9% | -9.5% |
| 3M | -0.4% | +7.5% | -7.9% | -6.6% |
| 6M | +26.2% | +2.7% | +23.5% | +22.1% |
| YTD | +73.2% | +6.0% | +67.2% | +62.1% |
| 1Y | +161.6% | +7.8% | +153.8% | +141.3% |
| 3Y | +346.2% | +5.8% | +340.4% | +301.4% |
| 5Y | +1,047.6% | -11.6% | +1,059.2% | +1,062.1% |
| All | +1,090.2% | +14.6% | +1,075.6% | +821.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling