+346.2%
ATI vs CRBG
+122.1%
+224.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.8% |
| 7D | -5.6% | +0.6% | -6.2% | -5.9% |
| 30D | -13.7% | +2.6% | -16.4% | -14.9% |
| 3M | -0.4% | +24.0% | -24.4% | -10.3% |
| 6M | +26.2% | +50.5% | -24.3% | +2.7% |
| YTD | +73.2% | +17.1% | +56.1% | +57.4% |
| 1Y | +161.6% | +5.9% | +155.7% | +149.6% |
| 3Y | +346.2% | +122.7% | +223.4% | +189.8% |
| All | +346.2% | +122.1% | +224.0% | +189.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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