+86.5%
ATI vs TROW
+17.3%
+69.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.0% | -6.7% | -2.1% |
| 7D | +8.3% | +8.2% | +0.1% | +6.3% |
| 30D | -7.3% | +8.3% | -15.6% | -9.0% |
| 3M | -10.5% | -1.6% | -9.0% | -10.4% |
| 6M | +16.4% | +11.9% | +4.5% | +11.4% |
| YTD | +56.1% | +14.3% | +41.7% | +42.2% |
| 1Y | +86.5% | +17.0% | +69.5% | +68.5% |
| All | +86.5% | +17.3% | +69.2% | +68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling