+1,090.2%
ATI vs BB
+1.6%
+1,088.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.5% |
| 7D | -5.6% | -0.4% | -5.3% | -5.6% |
| 30D | -13.7% | -12.5% | -1.2% | -11.4% |
| 3M | -0.4% | -17.4% | +17.1% | +2.4% |
| 6M | +26.2% | +119.1% | -92.9% | +3.6% |
| YTD | +73.2% | +102.4% | -29.2% | +44.4% |
| 1Y | +161.6% | +98.2% | +63.4% | +117.5% |
| 3Y | +346.2% | +46.9% | +299.2% | +274.5% |
| 5Y | +1,047.6% | -26.4% | +1,074.0% | +961.3% |
| All | +1,090.2% | +1.6% | +1,088.7% | +620.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling