+1,141.3%
ATI vs BN
+9,721.9%
-8,580.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.3% | +3.2% |
| 7D | -0.1% | -2.5% | +2.4% | +1.9% |
| 30D | +2.7% | -9.5% | +12.2% | +11.0% |
| 3M | +16.3% | -10.4% | +26.7% | +26.5% |
| 6M | +30.2% | -6.4% | +36.5% | +36.1% |
| YTD | +83.6% | -11.9% | +95.4% | +98.9% |
| 1Y | +173.0% | -8.6% | +181.6% | +185.2% |
| 3Y | +356.6% | +77.6% | +279.1% | +166.5% |
| 5Y | +1,074.2% | +37.0% | +1,037.2% | +704.5% |
| 10Y | +1,136.2% | +266.4% | +869.8% | +292.3% |
| All | +1,141.3% | +9,721.9% | -8,580.6% | -14.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling