+421.5%
CARR vs ATI
+2,735.5%
-2,314.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.6% | +1.5% |
| 7D | -3.8% | -5.6% | +1.9% | -2.1% |
| 30D | -8.9% | -13.7% | +4.8% | -5.0% |
| 3M | -17.3% | -0.4% | -16.9% | -17.6% |
| 6M | -1.4% | +26.2% | -27.6% | -8.3% |
| YTD | +10.0% | +73.2% | -63.2% | -6.5% |
| 1Y | -6.4% | +161.6% | -168.0% | -29.3% |
| 3Y | +1.5% | +346.2% | -344.6% | -35.8% |
| 5Y | +9.3% | +1,047.6% | -1,038.3% | -47.1% |
| All | +421.5% | +2,735.5% | -2,314.0% | +85.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling