+175.8%
ATI vs RBA
-29.1%
+204.9%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.3% |
| 7D | +2.4% | -1.9% | +4.3% | +2.6% |
| 30D | -9.5% | -13.0% | +3.5% | -7.9% |
| 3M | +10.4% | -23.1% | +33.5% | +13.2% |
| 6M | +31.8% | -22.6% | +54.4% | +34.0% |
| YTD | +80.0% | -20.4% | +100.4% | +75.4% |
| 1Y | +175.8% | -29.6% | +205.4% | +170.1% |
| All | +175.8% | -29.1% | +204.9% | +170.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling