+311.9%
ATI vs RY
+160.3%
+151.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.6% | -3.6% |
| 7D | +4.2% | +0.6% | +3.6% | +3.7% |
| 30D | -2.5% | +5.0% | -7.6% | -6.4% |
| 3M | -19.4% | -5.3% | -14.1% | -15.6% |
| 6M | +11.1% | +13.8% | -2.8% | -0.9% |
| YTD | +59.5% | +21.0% | +38.6% | +35.1% |
| 1Y | +85.8% | +40.5% | +45.3% | +40.5% |
| 3Y | +311.9% | +159.7% | +152.2% | +100.3% |
| All | +311.9% | +160.3% | +151.6% | +100.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling