+173.0%
ATI vs BN
-6.5%
+179.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.3% | +3.1% |
| 7D | -0.1% | -2.5% | +2.4% | +1.1% |
| 30D | +2.7% | -9.5% | +12.2% | +7.5% |
| 3M | +16.3% | -10.4% | +26.7% | +22.3% |
| 6M | +30.2% | -6.4% | +36.5% | +31.8% |
| YTD | +83.6% | -11.9% | +95.4% | +87.1% |
| 1Y | +173.0% | -8.6% | +181.6% | +170.9% |
| All | +173.0% | -6.5% | +179.5% | +170.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 1y: compounded portfolio wealth divided by compounded BN 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…
1y analysis · Full analysis span regression · 6 months rolling