+930.3%
ATI vs RUN
+68.6%
+861.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.3% | -5.0% | -3.9% |
| 7D | +4.2% | -13.5% | +17.7% | +6.4% |
| 30D | -2.5% | +18.3% | -20.8% | -5.8% |
| 3M | -19.4% | -12.5% | -6.9% | -18.5% |
| 6M | +11.1% | -40.3% | +51.4% | +18.5% |
| YTD | +59.5% | -53.1% | +112.6% | +72.2% |
| 1Y | +85.8% | -54.3% | +140.0% | +100.8% |
| 3Y | +311.9% | -6.5% | +318.4% | +212.0% |
| 5Y | +963.2% | -85.3% | +1,048.5% | +994.1% |
| All | +930.3% | +68.6% | +861.8% | +220.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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