+1,178.1%
ATI vs RCAT
-98.5%
+1,276.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.5% | +6.1% | -0.3% |
| 7D | +2.4% | -2.3% | +4.7% | +2.4% |
| 30D | -9.5% | -18.7% | +9.2% | -9.4% |
| 3M | +10.4% | -29.3% | +39.6% | +10.6% |
| 6M | +31.8% | -42.3% | +74.1% | +32.1% |
| YTD | +80.0% | +2.5% | +77.5% | +79.6% |
| 1Y | +175.8% | -5.7% | +181.5% | +175.1% |
| 3Y | +364.2% | +764.9% | -400.7% | +357.3% |
| 5Y | +1,076.9% | +182.3% | +894.6% | +1,060.4% |
| 10Y | +1,178.1% | -98.5% | +1,276.6% | +1,297.4% |
| All | +1,178.1% | -98.5% | +1,276.6% | +1,297.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded RCAT 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling