+346.2%
ATI vs AMCR
+6.5%
+339.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.6% |
| 7D | -5.6% | -6.3% | +0.6% | -3.0% |
| 30D | -13.7% | -7.8% | -5.9% | -10.9% |
| 3M | -0.4% | +7.5% | -7.9% | -5.0% |
| 6M | +26.2% | +2.7% | +23.5% | +22.5% |
| YTD | +73.2% | +6.0% | +67.2% | +64.8% |
| 1Y | +161.6% | +7.8% | +153.8% | +146.7% |
| 3Y | +346.2% | +5.8% | +340.4% | +316.8% |
| All | +346.2% | +6.5% | +339.7% | +316.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling