+1,121.6%
ATI vs TROW
+1,150.7%
-29.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.4% |
| 7D | +3.2% | +0.4% | +2.8% | +2.9% |
| 30D | -9.0% | -4.0% | -5.0% | -6.5% |
| 3M | +15.1% | +5.0% | +10.1% | +10.2% |
| 6M | +38.1% | +24.3% | +13.8% | +17.7% |
| YTD | +80.7% | +9.8% | +70.9% | +66.1% |
| 1Y | +167.5% | +6.4% | +161.1% | +150.4% |
| 3Y | +366.0% | +15.8% | +350.2% | +305.3% |
| 5Y | +1,088.8% | -37.3% | +1,126.0% | +1,379.8% |
| 10Y | +1,055.0% | +130.6% | +924.4% | +494.9% |
| All | +1,121.6% | +1,150.7% | -29.1% | +163.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling