+601.7%
ATI vs BAM
+78.0%
+523.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.6% | +2.4% | +2.7% |
| 7D | -0.1% | -2.0% | +1.9% | +0.9% |
| 30D | +2.7% | -2.9% | +5.6% | +3.9% |
| 3M | +16.3% | +9.4% | +6.9% | +10.6% |
| 6M | +30.2% | +10.8% | +19.4% | +22.5% |
| YTD | +83.6% | -0.4% | +84.0% | +80.6% |
| 1Y | +173.0% | -10.9% | +183.9% | +184.0% |
| 3Y | +356.6% | +61.3% | +295.4% | +243.1% |
| All | +601.7% | +78.0% | +523.7% | +391.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 all: compounded portfolio wealth divided by compounded BAM 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…
all analysis · Full analysis span regression · 6 months rolling