+1,025.5%
ATI vs TROW
-39.3%
+1,064.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.5% |
| 7D | -5.6% | -3.2% | -2.5% | -4.1% |
| 30D | -13.7% | -4.6% | -9.1% | -11.7% |
| 3M | -0.4% | -0.7% | +0.3% | -0.9% |
| 6M | +26.2% | +22.2% | +4.0% | +12.9% |
| YTD | +73.2% | +6.6% | +66.6% | +64.9% |
| 1Y | +161.6% | +5.8% | +155.8% | +149.6% |
| 3Y | +346.2% | +11.6% | +334.6% | +307.5% |
| All | +1,025.5% | -39.3% | +1,064.9% | +1,285.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling