+86.6%
ATI vs RRC
+36.4%
+50.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.8% | -6.0% | -0.4% |
| 7D | +1.3% | -5.2% | +6.5% | +0.5% |
| 30D | -4.8% | +25.2% | -30.0% | 0.0% |
| 3M | -19.9% | +27.4% | -47.3% | -15.4% |
| 6M | +15.4% | +27.0% | -11.6% | +22.2% |
| YTD | +59.2% | +46.3% | +12.9% | +66.5% |
| All | +86.6% | +36.4% | +50.2% | +96.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling