+1,090.2%
ATI vs VRSK
+126.1%
+964.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | -5.6% | -5.2% | -0.5% | -3.8% |
| 30D | -13.7% | -2.3% | -11.4% | -13.4% |
| 3M | -0.4% | -2.9% | +2.6% | -1.2% |
| 6M | +26.2% | -12.8% | +39.0% | +29.8% |
| YTD | +73.2% | -20.8% | +94.0% | +84.6% |
| 1Y | +161.6% | -33.2% | +194.8% | +202.0% |
| 3Y | +346.2% | -26.6% | +372.7% | +368.6% |
| 5Y | +1,047.6% | -11.3% | +1,059.0% | +932.9% |
| All | +1,090.2% | +126.1% | +964.2% | +383.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 10y: compounded portfolio wealth divided by compounded VRSK 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…
10y analysis · Full analysis span regression · 6 months rolling