+173.0%
ATI vs RGEN
+45.2%
+127.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.2% | +4.2% | +3.2% |
| 7D | -0.1% | -4.9% | +4.9% | +0.9% |
| 30D | +2.7% | +5.7% | -3.0% | +1.2% |
| 3M | +16.3% | +32.4% | -16.1% | +7.7% |
| 6M | +30.2% | +33.2% | -3.0% | +18.9% |
| YTD | +83.6% | +2.3% | +81.3% | +77.9% |
| 1Y | +173.0% | +39.0% | +134.0% | +135.6% |
| All | +173.0% | +45.2% | +127.8% | +135.6% |
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