+996.8%
ATI vs DAR
+269.9%
+726.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.7% | -0.3% |
| 7D | +1.3% | -3.8% | +5.1% | +3.3% |
| 30D | -4.8% | -14.4% | +9.7% | +2.5% |
| 3M | -19.9% | -17.9% | -2.0% | -12.9% |
| 6M | +15.4% | -18.3% | +33.7% | +24.7% |
| YTD | +59.2% | +43.2% | +16.0% | +28.5% |
| 1Y | +86.3% | +57.7% | +28.6% | +42.7% |
| 3Y | +318.2% | +22.7% | +295.5% | +232.5% |
| 5Y | +958.6% | -34.0% | +992.7% | +1,020.2% |
| 10Y | +996.8% | +279.5% | +717.3% | +266.3% |
| All | +996.8% | +269.9% | +726.8% | +266.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling