+86.5%
ATI vs RGEN
+19.5%
+67.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.7% |
| 7D | +8.3% | -3.5% | +11.9% | +9.1% |
| 30D | -7.3% | -6.0% | -1.3% | -6.4% |
| 3M | -10.5% | +19.0% | -29.5% | -14.2% |
| 6M | +16.4% | +50.7% | -34.4% | +3.2% |
| YTD | +56.1% | +8.8% | +47.3% | +49.1% |
| 1Y | +86.5% | +21.3% | +65.2% | +73.6% |
| All | +86.5% | +19.5% | +67.0% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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