+1,091.6%
ATI vs FLR
+18.3%
+1,073.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.3% | -1.3% | -2.8% |
| 7D | -2.7% | -6.9% | +4.2% | -0.3% |
| 30D | -13.5% | +1.1% | -14.6% | -14.1% |
| 3M | +8.5% | +14.3% | -5.8% | +2.5% |
| 6M | +25.2% | +19.1% | +6.1% | +15.7% |
| YTD | +73.4% | +35.1% | +38.3% | +52.7% |
| 1Y | +160.5% | +29.5% | +131.0% | +131.7% |
| 3Y | +347.3% | +53.0% | +294.3% | +255.0% |
| 5Y | +1,049.0% | +238.9% | +810.0% | +568.4% |
| All | +1,091.6% | +18.3% | +1,073.3% | +698.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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