+1,141.3%
ATI vs BB
-17.5%
+1,158.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | -0.1% | -5.6% | +5.6% | +1.1% |
| 30D | +2.7% | -11.8% | +14.5% | +5.1% |
| 3M | +16.3% | -25.5% | +41.8% | +21.7% |
| 6M | +30.2% | +121.3% | -91.1% | +8.6% |
| YTD | +83.6% | +103.2% | -19.6% | +55.5% |
| 1Y | +173.0% | +102.6% | +70.4% | +129.9% |
| 3Y | +356.6% | +37.5% | +319.1% | +292.6% |
| 5Y | +1,074.2% | -30.4% | +1,104.6% | +1,005.7% |
| 10Y | +1,136.2% | 0.0% | +1,136.2% | +819.6% |
| All | +1,141.3% | -17.5% | +1,158.8% | +810.2% |
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