+1,004.3%
ATI vs RACE
+62.4%
+941.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.5% | +3.9% | +2.3% |
| 7D | +13.0% | -4.0% | +17.0% | +14.7% |
| 30D | +0.2% | +3.5% | -3.4% | -1.1% |
| 3M | -17.5% | -0.4% | -17.1% | -17.6% |
| 6M | +18.1% | +23.2% | -5.0% | +7.6% |
| YTD | +65.7% | +11.0% | +54.7% | +56.5% |
| 1Y | +91.9% | -2.2% | +94.2% | +90.6% |
| 3Y | +335.2% | +22.5% | +312.7% | +289.0% |
| 5Y | +1,004.3% | +63.2% | +941.1% | +725.5% |
| All | +1,004.3% | +62.4% | +941.9% | +725.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling