+930.3%
ATI vs DAR
+311.7%
+618.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.1% | -4.9% | -4.3% |
| 7D | +4.2% | +11.6% | -7.4% | -1.2% |
| 30D | -2.5% | -10.2% | +7.7% | +2.5% |
| 3M | -19.4% | -14.8% | -4.6% | -13.8% |
| 6M | +11.1% | -10.1% | +21.1% | +14.6% |
| YTD | +59.5% | +55.5% | +4.0% | +23.8% |
| 1Y | +85.8% | +61.7% | +24.1% | +40.9% |
| 3Y | +311.9% | +37.2% | +274.7% | +209.7% |
| 5Y | +963.2% | -26.9% | +990.2% | +966.8% |
| All | +930.3% | +311.7% | +618.6% | +228.6% |
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