+996.8%
ATI vs RY
+354.4%
+642.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.6% | +3.3% | +3.2% |
| 7D | +1.3% | -0.6% | +1.9% | +1.9% |
| 30D | -4.8% | +6.1% | -10.9% | -11.6% |
| 3M | -19.9% | -3.4% | -16.6% | -16.8% |
| 6M | +15.4% | +12.8% | +2.6% | -1.5% |
| YTD | +59.2% | +21.0% | +38.2% | +25.0% |
| 1Y | +86.3% | +40.5% | +45.8% | +21.6% |
| 3Y | +318.2% | +159.9% | +158.3% | +20.5% |
| 5Y | +958.6% | +125.0% | +833.7% | +264.3% |
| 10Y | +996.8% | +350.6% | +646.2% | +110.3% |
| All | +996.8% | +354.4% | +642.4% | +110.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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