+29.9%
AAPL vs ATI
+86.4%
-56.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.7% | +6.0% | +5.3% |
| 7D | +1.7% | +8.3% | -6.7% | +1.7% |
| 30D | +5.0% | -7.3% | +12.2% | +5.1% |
| 3M | +13.1% | -10.5% | +23.6% | +13.0% |
| 6M | +26.5% | +16.4% | +10.1% | +22.2% |
| YTD | +28.9% | +56.1% | -27.1% | +21.6% |
| 1Y | +29.9% | +86.5% | -56.6% | +20.6% |
| All | +29.9% | +86.4% | -56.5% | +20.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling