+1,076.9%
ATI vs FLR
+245.1%
+831.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | +0.8% |
| 7D | +2.4% | -3.1% | +5.5% | +3.6% |
| 30D | -9.5% | +4.9% | -14.4% | -11.4% |
| 3M | +10.4% | +10.8% | -0.4% | +4.8% |
| 6M | +31.8% | +19.7% | +12.1% | +20.5% |
| YTD | +80.0% | +38.4% | +41.6% | +54.9% |
| 1Y | +175.8% | +34.7% | +141.1% | +138.4% |
| 3Y | +364.2% | +56.7% | +307.6% | +245.3% |
| 5Y | +1,076.9% | +241.6% | +835.2% | +484.8% |
| All | +1,076.9% | +245.1% | +831.8% | +484.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling