+996.8%
ATI vs RBA
+225.5%
+771.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.5% | -1.3% |
| 7D | +1.3% | +3.2% | -1.9% | 0.0% |
| 30D | -4.8% | +12.0% | -16.8% | -9.6% |
| 3M | -19.9% | +2.9% | -22.8% | -21.5% |
| 6M | +15.4% | -6.3% | +21.6% | +15.8% |
| YTD | +59.2% | -5.9% | +65.1% | +57.9% |
| 1Y | +86.3% | -3.9% | +90.1% | +83.0% |
| 3Y | +318.2% | +64.9% | +253.3% | +212.3% |
| 5Y | +958.6% | +48.5% | +910.2% | +698.7% |
| 10Y | +996.8% | +211.8% | +785.0% | +386.1% |
| All | +996.8% | +225.5% | +771.3% | +386.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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