+1,049.0%
ATI vs BR
+7.7%
+1,041.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.7% | -3.7% |
| 7D | -2.7% | -6.0% | +3.3% | -0.9% |
| 30D | -13.5% | -0.9% | -12.7% | -13.5% |
| 3M | +8.5% | +16.4% | -7.9% | +1.9% |
| 6M | +25.2% | -8.2% | +33.4% | +29.3% |
| YTD | +73.4% | -23.2% | +96.6% | +93.8% |
| 1Y | +160.5% | -30.9% | +191.4% | +207.3% |
| 3Y | +347.3% | -5.0% | +352.3% | +334.0% |
| 5Y | +1,049.0% | +8.8% | +1,040.2% | +818.3% |
| All | +1,049.0% | +7.7% | +1,041.3% | +818.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling