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ATAT vs. ^SP500TR
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ATAT and ^SP500TR is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

ATAT vs. ^SP500TR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Atour Lifestyle Holdings Limited (ATAT) and S&P 500 Total Return (^SP500TR). The values are adjusted to include any dividend payments, if applicable.

0.00%20.00%40.00%60.00%80.00%AugustSeptemberOctoberNovemberDecember2025
59.63%
12.90%
ATAT
^SP500TR

Key characteristics

Sharpe Ratio

ATAT:

1.16

^SP500TR:

2.14

Sortino Ratio

ATAT:

1.89

^SP500TR:

2.84

Omega Ratio

ATAT:

1.23

^SP500TR:

1.39

Calmar Ratio

ATAT:

1.07

^SP500TR:

3.25

Martin Ratio

ATAT:

5.57

^SP500TR:

13.56

Ulcer Index

ATAT:

8.76%

^SP500TR:

2.03%

Daily Std Dev

ATAT:

41.77%

^SP500TR:

12.86%

Max Drawdown

ATAT:

-46.91%

^SP500TR:

-55.25%

Current Drawdown

ATAT:

-10.97%

^SP500TR:

0.00%

Returns By Period

In the year-to-date period, ATAT achieves a -2.49% return, which is significantly lower than ^SP500TR's 3.54% return.


ATAT

YTD

-2.49%

1M

-6.66%

6M

59.63%

1Y

49.07%

5Y*

N/A

10Y*

N/A

^SP500TR

YTD

3.54%

1M

1.97%

6M

12.89%

1Y

26.84%

5Y*

14.91%

10Y*

13.56%

*Annualized

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Risk-Adjusted Performance

ATAT vs. ^SP500TR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ATAT
The Risk-Adjusted Performance Rank of ATAT is 7979
Overall Rank
The Sharpe Ratio Rank of ATAT is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of ATAT is 7878
Sortino Ratio Rank
The Omega Ratio Rank of ATAT is 7575
Omega Ratio Rank
The Calmar Ratio Rank of ATAT is 8080
Calmar Ratio Rank
The Martin Ratio Rank of ATAT is 8282
Martin Ratio Rank

^SP500TR
The Risk-Adjusted Performance Rank of ^SP500TR is 9595
Overall Rank
The Sharpe Ratio Rank of ^SP500TR is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of ^SP500TR is 9393
Sortino Ratio Rank
The Omega Ratio Rank of ^SP500TR is 9696
Omega Ratio Rank
The Calmar Ratio Rank of ^SP500TR is 9595
Calmar Ratio Rank
The Martin Ratio Rank of ^SP500TR is 9797
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ATAT vs. ^SP500TR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Atour Lifestyle Holdings Limited (ATAT) and S&P 500 Total Return (^SP500TR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for ATAT, currently valued at 1.16, compared to the broader market-2.000.002.004.001.162.14
The chart of Sortino ratio for ATAT, currently valued at 1.89, compared to the broader market-4.00-2.000.002.004.006.001.892.84
The chart of Omega ratio for ATAT, currently valued at 1.23, compared to the broader market0.501.001.502.001.231.39
The chart of Calmar ratio for ATAT, currently valued at 1.07, compared to the broader market0.002.004.006.001.073.25
The chart of Martin ratio for ATAT, currently valued at 5.57, compared to the broader market0.0010.0020.0030.005.5713.56
ATAT
^SP500TR

The current ATAT Sharpe Ratio is 1.16, which is lower than the ^SP500TR Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of ATAT and ^SP500TR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00AugustSeptemberOctoberNovemberDecember2025
1.16
2.14
ATAT
^SP500TR

Drawdowns

ATAT vs. ^SP500TR - Drawdown Comparison

The maximum ATAT drawdown since its inception was -46.91%, smaller than the maximum ^SP500TR drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for ATAT and ^SP500TR. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-10.97%
0
ATAT
^SP500TR

Volatility

ATAT vs. ^SP500TR - Volatility Comparison

Atour Lifestyle Holdings Limited (ATAT) has a higher volatility of 10.59% compared to S&P 500 Total Return (^SP500TR) at 4.09%. This indicates that ATAT's price experiences larger fluctuations and is considered to be riskier than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%AugustSeptemberOctoberNovemberDecember2025
10.59%
4.09%
ATAT
^SP500TR
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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