+1,178.1%
ATI vs DAR
+364.6%
+813.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.7% |
| 7D | +2.4% | -0.2% | +2.6% | +2.4% |
| 30D | -9.5% | +7.4% | -16.9% | -13.1% |
| 3M | +10.4% | +15.7% | -5.3% | +1.5% |
| 6M | +31.8% | +30.0% | +1.8% | +13.0% |
| YTD | +80.0% | +87.5% | -7.6% | +27.9% |
| 1Y | +175.8% | +113.4% | +62.5% | +81.9% |
| 3Y | +364.2% | +15.3% | +348.9% | +292.1% |
| 5Y | +1,076.9% | -4.3% | +1,081.2% | +922.7% |
| 10Y | +1,178.1% | +380.2% | +797.9% | +271.1% |
| All | +1,178.1% | +364.6% | +813.5% | +271.1% |
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