+901.1%
ATI vs DAR
-41.1%
+942.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.0% | +5.4% | +4.7% |
| 7D | +6.2% | -9.9% | +16.1% | +9.5% |
| 30D | -7.1% | -16.4% | +9.3% | -2.0% |
| 3M | -21.3% | -17.1% | -4.3% | -17.3% |
| 6M | +6.5% | -20.5% | +27.0% | +12.9% |
| YTD | +53.2% | +39.4% | +13.8% | +33.9% |
| 1Y | +82.7% | +57.2% | +25.5% | +53.1% |
| 3Y | +314.3% | +13.9% | +300.4% | +266.2% |
| All | +901.1% | -41.1% | +942.1% | +1,067.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling