+1,064.4%
ATI vs BLDR
+414.6%
+649.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.5% | +0.5% | +2.3% |
| 7D | -0.1% | -2.8% | +2.8% | +0.8% |
| 30D | +2.7% | -13.3% | +16.0% | +6.6% |
| 3M | +16.3% | -12.3% | +28.6% | +19.3% |
| 6M | +30.2% | -31.5% | +61.6% | +43.3% |
| YTD | +83.6% | -36.1% | +119.6% | +104.6% |
| 1Y | +173.0% | -54.1% | +227.1% | +233.1% |
| 3Y | +356.6% | -55.8% | +412.4% | +436.1% |
| 5Y | +1,074.2% | +20.7% | +1,053.5% | +884.5% |
| 10Y | +1,136.2% | +390.2% | +746.0% | +560.8% |
| All | +1,064.4% | +414.6% | +649.8% | +316.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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