+1,049.0%
ATI vs AMCR
-9.6%
+1,058.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.3% | -3.5% |
| 7D | -2.7% | -5.0% | +2.2% | -0.1% |
| 30D | -13.5% | -8.0% | -5.5% | -10.0% |
| 3M | +8.5% | +14.3% | -5.7% | -0.5% |
| 6M | +25.2% | +5.3% | +19.8% | +20.0% |
| YTD | +73.4% | +7.7% | +65.7% | +62.7% |
| 1Y | +160.5% | +10.8% | +149.7% | +140.0% |
| 3Y | +347.3% | +9.6% | +337.7% | +300.1% |
| 5Y | +1,049.0% | -10.2% | +1,059.2% | +1,139.9% |
| All | +1,049.0% | -9.6% | +1,058.6% | +1,139.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling