+975.5%
ATI vs RACE
+741.5%
+234.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.8% |
| 7D | +1.3% | +0.2% | +1.1% | +1.2% |
| 30D | -4.8% | +6.6% | -11.4% | -7.8% |
| 3M | -19.9% | +2.2% | -22.1% | -21.1% |
| 6M | +15.4% | +22.4% | -7.0% | +2.4% |
| YTD | +59.2% | +13.8% | +45.4% | +45.8% |
| 1Y | +86.3% | +2.2% | +84.0% | +80.1% |
| 3Y | +318.2% | +25.6% | +292.6% | +245.6% |
| 5Y | +958.6% | +71.0% | +887.6% | +611.6% |
| All | +975.5% | +741.5% | +234.0% | +148.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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