+976.7%
ATI vs RRC
+2,299.1%
-1,322.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.8% | -6.0% | -2.8% |
| 7D | +1.3% | -5.2% | +6.5% | +3.1% |
| 30D | -4.8% | +25.2% | -30.0% | -12.7% |
| 3M | -19.9% | +27.4% | -47.3% | -27.4% |
| 6M | +15.4% | +27.0% | -11.6% | +3.8% |
| YTD | +59.2% | +46.3% | +12.9% | +34.7% |
| 1Y | +86.3% | +37.1% | +49.1% | +60.6% |
| 3Y | +318.2% | +60.2% | +258.0% | +234.3% |
| 5Y | +958.6% | +136.6% | +822.0% | +571.3% |
| 10Y | +996.8% | +68.8% | +928.0% | +500.9% |
| All | +976.7% | +2,299.1% | -1,322.4% | +281.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling