+86.5%
ATI vs BR
-14.2%
+100.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.0% | -3.7% | +0.3% |
| 7D | +8.3% | +7.0% | +1.4% | +10.8% |
| 30D | -7.3% | +19.0% | -26.2% | -1.7% |
| 3M | -10.5% | +13.1% | -23.6% | -6.4% |
| 6M | +16.4% | +24.6% | -8.3% | +27.2% |
| YTD | +56.1% | -13.6% | +69.7% | +69.4% |
| 1Y | +86.5% | -13.1% | +99.6% | +103.5% |
| All | +86.5% | -14.2% | +100.8% | +103.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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