+1,109.6%
ATI vs ROIV
+295.0%
+814.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +18.8% | -20.3% | -3.4% |
| 7D | +3.2% | +20.2% | -17.0% | +1.1% |
| 30D | -9.0% | +14.1% | -23.2% | -10.4% |
| 3M | +15.1% | +45.6% | -30.5% | +10.7% |
| 6M | +38.1% | +44.1% | -6.0% | +32.9% |
| YTD | +80.7% | +91.2% | -10.5% | +69.2% |
| 1Y | +167.5% | +221.3% | -53.8% | +139.6% |
| 3Y | +366.0% | +229.2% | +136.8% | +312.2% |
| 5Y | +1,088.8% | +316.5% | +772.3% | +895.8% |
| All | +1,109.6% | +295.0% | +814.5% | +912.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling