+925.6%
ATI vs ROIV
+270.3%
+655.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +6.2% | -1.7% | +3.8% |
| 7D | +6.2% | +5.3% | +0.8% | +5.6% |
| 30D | -7.1% | +11.9% | -19.0% | -8.1% |
| 3M | -21.3% | +10.7% | -32.0% | -22.3% |
| 6M | +6.5% | +34.9% | -28.4% | +3.0% |
| YTD | +53.2% | +79.2% | -26.0% | +44.2% |
| 1Y | +82.7% | +89.0% | -6.3% | +71.2% |
| 3Y | +314.3% | +337.3% | -23.0% | +262.9% |
| 5Y | +890.9% | +402.3% | +488.6% | +709.9% |
| All | +925.6% | +270.3% | +655.3% | +762.7% |
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