+1,178.1%
ATI vs RVTY
+134.6%
+1,043.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.2% | +0.7% |
| 7D | +2.4% | -5.4% | +7.8% | +4.9% |
| 30D | -9.5% | +6.7% | -16.2% | -12.4% |
| 3M | +10.4% | +19.0% | -8.6% | +1.2% |
| 6M | +31.8% | +34.6% | -2.8% | +13.6% |
| YTD | +80.0% | +28.3% | +51.7% | +57.1% |
| 1Y | +175.8% | +46.0% | +129.8% | +125.5% |
| 3Y | +364.2% | +16.9% | +347.4% | +300.7% |
| 5Y | +1,076.9% | -32.9% | +1,109.8% | +1,205.2% |
| 10Y | +1,178.1% | +141.6% | +1,036.5% | +413.9% |
| All | +1,178.1% | +134.6% | +1,043.5% | +413.9% |
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