+1,020.5%
ATI vs BB
-2.3%
+1,022.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.0% | +4.4% | +2.0% |
| 7D | +13.0% | +9.0% | +4.0% | +11.1% |
| 30D | +0.2% | +7.7% | -7.5% | -1.6% |
| 3M | -17.5% | +4.0% | -21.5% | -18.8% |
| 6M | +18.1% | +46.6% | -28.5% | +6.9% |
| YTD | +65.7% | +140.6% | -74.9% | +34.8% |
| 1Y | +91.9% | +103.1% | -11.2% | +60.8% |
| 3Y | +335.2% | +150.5% | +184.7% | +233.1% |
| 5Y | +1,004.3% | -15.4% | +1,019.7% | +898.9% |
| 10Y | +1,019.2% | +25.4% | +993.8% | +689.8% |
| All | +1,020.5% | -2.3% | +1,022.8% | +689.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling