+318.2%
ATI vs RVTY
+91.6%
+226.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.1% | -0.8% |
| 7D | +1.3% | -2.7% | +4.0% | +2.2% |
| 30D | -4.8% | +3.2% | -8.0% | -5.7% |
| 3M | -19.9% | +37.2% | -57.1% | -28.0% |
| 6M | +15.4% | +57.7% | -42.3% | -1.7% |
| YTD | +59.2% | +64.8% | -5.6% | +31.7% |
| 1Y | +86.3% | +72.8% | +13.4% | +51.4% |
| 3Y | +318.2% | +89.8% | +228.4% | +230.1% |
| All | +318.2% | +91.6% | +226.6% | +230.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling