+1,178.1%
ATI vs TAP
-51.4%
+1,229.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.6% | +0.1% |
| 7D | +2.4% | -5.1% | +7.5% | +5.0% |
| 30D | -9.5% | -8.4% | -1.0% | -5.9% |
| 3M | +10.4% | -3.9% | +14.3% | +11.0% |
| 6M | +31.8% | -14.4% | +46.2% | +39.7% |
| YTD | +80.0% | -14.7% | +94.7% | +89.7% |
| 1Y | +175.8% | -18.7% | +194.5% | +195.5% |
| 3Y | +364.2% | -32.6% | +396.9% | +426.0% |
| 5Y | +1,076.9% | -1.4% | +1,078.3% | +896.3% |
| 10Y | +1,178.1% | -50.4% | +1,228.5% | +1,157.8% |
| All | +1,178.1% | -51.4% | +1,229.5% | +1,157.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded TAP 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling