+173.0%
ATI vs AS
-21.9%
+194.9%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.6% | -0.6% | +1.8% |
| 7D | -0.1% | -4.9% | +4.8% | +1.6% |
| 30D | +2.7% | -19.6% | +22.3% | +10.4% |
| 3M | +16.3% | -14.4% | +30.7% | +21.3% |
| 6M | +30.2% | -20.1% | +50.3% | +36.7% |
| YTD | +83.6% | -20.9% | +104.5% | +92.5% |
| 1Y | +173.0% | -21.9% | +194.9% | +195.4% |
| All | +173.0% | -21.9% | +194.9% | +195.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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