+1,178.1%
ATI vs BN
+257.9%
+920.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | +1.2% |
| 7D | +2.4% | -3.0% | +5.4% | +4.9% |
| 30D | -9.5% | -13.0% | +3.5% | +1.1% |
| 3M | +10.4% | -15.2% | +25.6% | +25.6% |
| 6M | +31.8% | -5.9% | +37.7% | +37.1% |
| YTD | +80.0% | -15.8% | +95.8% | +102.2% |
| 1Y | +175.8% | -12.2% | +188.0% | +196.9% |
| 3Y | +364.2% | +72.2% | +292.0% | +169.1% |
| 5Y | +1,076.9% | +33.2% | +1,043.7% | +707.8% |
| 10Y | +1,178.1% | +264.7% | +913.4% | +289.6% |
| All | +1,178.1% | +257.9% | +920.2% | +289.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling