+1,049.0%
ATI vs FIVN
-82.6%
+1,131.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.6% |
| 7D | -2.7% | -11.3% | +8.6% | -1.1% |
| 30D | -13.5% | -7.3% | -6.2% | -12.8% |
| 3M | +8.5% | +41.7% | -33.2% | +1.5% |
| 6M | +25.2% | +78.3% | -53.1% | +10.5% |
| YTD | +73.4% | +50.9% | +22.5% | +56.6% |
| 1Y | +160.5% | +19.7% | +140.8% | +145.4% |
| 3Y | +347.3% | -55.7% | +403.0% | +378.1% |
| 5Y | +1,049.0% | -82.6% | +1,131.5% | +1,197.8% |
| All | +1,049.0% | -82.6% | +1,131.6% | +1,197.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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