+366.0%
ATI vs RRC
+32.7%
+333.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | +3.2% | -1.2% | +4.4% | +3.5% |
| 30D | -9.0% | +9.4% | -18.4% | -11.1% |
| 3M | +15.1% | +7.4% | +7.7% | +12.5% |
| 6M | +38.1% | +1.5% | +36.7% | +35.7% |
| YTD | +80.7% | +19.4% | +61.3% | +66.8% |
| 1Y | +167.5% | +24.2% | +143.3% | +140.4% |
| 3Y | +366.0% | +32.8% | +333.2% | +296.9% |
| All | +366.0% | +32.7% | +333.2% | +296.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling