+72.2%
BKR vs ATI
+341.5%
-269.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.7% | -3.0% | -5.7% |
| 7D | -6.7% | -2.7% | -4.0% | -6.0% |
| 30D | -8.3% | -13.5% | +5.2% | -4.9% |
| 3M | -5.4% | +8.5% | -13.9% | -8.0% |
| 6M | +0.8% | +25.2% | -24.4% | -6.4% |
| YTD | +31.8% | +73.4% | -41.6% | +11.2% |
| 1Y | +28.6% | +160.5% | -131.9% | -4.2% |
| All | +72.2% | +341.5% | -269.3% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 3y: compounded portfolio wealth divided by compounded ATI 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…
3y analysis · Full analysis span regression · 6 months rolling