+978.9%
ATI vs RIO
+1,717.3%
-738.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.4% |
| 7D | +4.2% | -0.9% | +5.1% | +4.8% |
| 30D | -2.5% | -9.1% | +6.6% | +4.0% |
| 3M | -19.4% | -13.7% | -5.7% | -11.4% |
| 6M | +11.1% | -24.3% | +35.4% | +32.9% |
| YTD | +59.5% | +8.9% | +50.7% | +48.2% |
| 1Y | +85.8% | +22.7% | +63.1% | +59.1% |
| 3Y | +311.9% | +51.2% | +260.7% | +196.5% |
| 5Y | +963.2% | +88.1% | +875.1% | +530.9% |
| 10Y | +977.6% | +352.3% | +625.3% | +261.6% |
| All | +978.9% | +1,717.3% | -738.4% | +56.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling