+366.0%
ATI vs BN
+79.0%
+287.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.6% | +1.0% | 0.0% |
| 7D | +3.2% | -1.2% | +4.4% | +3.9% |
| 30D | -9.0% | -10.9% | +1.9% | -2.3% |
| 3M | +15.1% | -11.1% | +26.2% | +23.4% |
| 6M | +38.1% | -4.4% | +42.5% | +40.9% |
| YTD | +80.7% | -14.1% | +94.8% | +95.0% |
| 1Y | +167.5% | -11.1% | +178.6% | +180.3% |
| 3Y | +366.0% | +75.6% | +290.4% | +222.7% |
| All | +366.0% | +79.0% | +287.0% | +222.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling