+970.1%
ATI vs RVTY
+216.9%
+753.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.7% |
| 7D | +13.0% | +4.1% | +8.9% | +11.1% |
| 30D | +0.2% | +1.3% | -1.1% | -0.5% |
| 3M | -17.5% | +33.3% | -50.7% | -27.7% |
| 6M | +18.1% | +58.3% | -40.2% | -4.9% |
| YTD | +65.7% | +62.7% | +3.0% | +30.3% |
| 1Y | +91.9% | +67.2% | +24.7% | +48.8% |
| 3Y | +335.2% | +87.3% | +247.9% | +205.3% |
| 5Y | +1,004.3% | -13.4% | +1,017.7% | +988.3% |
| All | +970.1% | +216.9% | +753.2% | +373.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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