+1,178.1%
ATI vs RRC
+4.5%
+1,173.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +2.4% | -1.7% | +4.1% | +2.8% |
| 30D | -9.5% | +3.6% | -13.1% | -10.3% |
| 3M | +10.4% | +8.8% | +1.5% | +7.7% |
| 6M | +31.8% | +0.8% | +31.0% | +30.0% |
| YTD | +80.0% | +19.0% | +61.0% | +70.1% |
| 1Y | +175.8% | +22.9% | +152.9% | +157.2% |
| 3Y | +364.2% | +32.3% | +331.9% | +320.6% |
| 5Y | +1,076.9% | +151.6% | +925.3% | +766.5% |
| 10Y | +1,178.1% | +5.5% | +1,172.6% | +1,118.3% |
| All | +1,178.1% | +4.5% | +1,173.5% | +1,118.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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