+1,076.9%
ATI vs RIO
+101.7%
+975.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.3% |
| 7D | +2.4% | +1.0% | +1.4% | +1.9% |
| 30D | -9.5% | +4.0% | -13.5% | -11.5% |
| 3M | +10.4% | +4.5% | +5.8% | +7.4% |
| 6M | +31.8% | +17.3% | +14.5% | +20.9% |
| YTD | +80.0% | +36.2% | +43.8% | +52.4% |
| 1Y | +175.8% | +76.1% | +99.7% | +104.9% |
| 3Y | +364.2% | +102.5% | +261.7% | +212.5% |
| 5Y | +1,076.9% | +103.5% | +973.3% | +681.2% |
| All | +1,076.9% | +101.7% | +975.2% | +681.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling