+1,098.9%
ATI vs RACE
+93.6%
+1,005.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.9% | +4.9% | +3.7% |
| 7D | -0.1% | -2.5% | +2.5% | +0.9% |
| 30D | +2.7% | +0.8% | +1.9% | +2.2% |
| 3M | +16.3% | +17.2% | -0.8% | +8.5% |
| 6M | +30.2% | +13.6% | +16.6% | +22.7% |
| YTD | +83.6% | +12.2% | +71.3% | +72.8% |
| 1Y | +173.0% | -16.3% | +189.3% | +187.1% |
| 3Y | +356.6% | +36.4% | +320.2% | +289.0% |
| All | +1,098.9% | +93.6% | +1,005.4% | +772.0% |
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