+1,055.0%
ATI vs RACE
+793.3%
+261.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.1% |
| 7D | +3.2% | -1.0% | +4.2% | +3.7% |
| 30D | -9.0% | -1.5% | -7.5% | -8.6% |
| 3M | +15.1% | +15.5% | -0.4% | +5.7% |
| 6M | +38.1% | +17.3% | +20.8% | +25.5% |
| YTD | +80.7% | +11.1% | +69.5% | +67.5% |
| 1Y | +167.5% | -14.3% | +181.8% | +180.6% |
| 3Y | +366.0% | +40.2% | +325.8% | +259.6% |
| 5Y | +1,088.8% | +92.6% | +996.2% | +633.4% |
| 10Y | +1,055.0% | +786.6% | +268.4% | +127.3% |
| All | +1,055.0% | +793.3% | +261.7% | +127.3% |
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