+85.8%
ATI vs AS
-3.7%
+89.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.8% | -2.9% | -3.4% |
| 7D | +4.2% | -4.9% | +9.0% | +6.1% |
| 30D | -2.5% | +3.9% | -6.4% | -3.8% |
| 3M | -19.4% | -9.6% | -9.8% | -16.9% |
| 6M | +11.1% | -8.7% | +19.7% | +12.3% |
| YTD | +59.5% | -19.8% | +79.4% | +64.3% |
| 1Y | +85.8% | -1.5% | +87.3% | +91.9% |
| All | +85.8% | -3.7% | +89.5% | +91.9% |
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