+1,129.0%
ATI vs ROIV
+232.7%
+896.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.5% | +1.5% | +2.8% |
| 7D | -0.1% | +0.6% | -0.7% | -0.1% |
| 30D | +2.7% | +1.0% | +1.7% | +2.6% |
| 3M | +16.3% | +18.3% | -2.0% | +14.4% |
| 6M | +30.2% | +18.3% | +11.8% | +27.8% |
| YTD | +83.6% | +61.0% | +22.6% | +75.2% |
| 1Y | +173.0% | +177.9% | -4.9% | +148.6% |
| 3Y | +356.6% | +199.1% | +157.6% | +309.8% |
| 5Y | +1,074.2% | +250.7% | +823.5% | +902.1% |
| All | +1,129.0% | +232.7% | +896.3% | +947.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling