+79.2%
ATI vs AR
+5.2%
+74.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.8% | +5.3% | +4.2% |
| 7D | +6.2% | -14.3% | +20.4% | +2.0% |
| 30D | -7.1% | +1.4% | -8.5% | -6.7% |
| 3M | -21.3% | +3.4% | -24.7% | -20.3% |
| 6M | +6.5% | -2.1% | +8.6% | +6.8% |
| YTD | +53.2% | +4.7% | +48.5% | +51.6% |
| All | +79.2% | +5.2% | +74.0% | +74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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