+930.3%
ATI vs FLR
+7.4%
+923.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.1% | -2.6% | -3.3% |
| 7D | +4.2% | +5.4% | -1.2% | +2.2% |
| 30D | -2.5% | +2.8% | -5.4% | -3.3% |
| 3M | -19.4% | -6.4% | -13.0% | -17.7% |
| 6M | +11.1% | +8.8% | +2.3% | +6.5% |
| YTD | +59.5% | +23.6% | +35.9% | +44.9% |
| 1Y | +85.8% | +13.8% | +72.0% | +73.6% |
| 3Y | +311.9% | +36.5% | +275.4% | +240.9% |
| 5Y | +963.2% | +119.3% | +843.9% | +619.6% |
| All | +930.3% | +7.4% | +923.0% | +604.1% |
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