+160.5%
ATI vs RIO
+67.4%
+93.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.2% | +0.5% | -1.3% |
| 7D | -2.7% | -3.4% | +0.6% | -0.8% |
| 30D | -13.5% | +0.6% | -14.1% | -13.9% |
| 3M | +8.5% | +2.5% | +6.0% | +6.4% |
| 6M | +25.2% | +10.8% | +14.4% | +17.1% |
| YTD | +73.4% | +30.5% | +42.9% | +50.6% |
| 1Y | +160.5% | +68.1% | +92.4% | +118.8% |
| All | +160.5% | +67.4% | +93.2% | +118.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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