+1,278.0%
AAPL vs ATI
+1,154.1%
+123.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.8% |
| 7D | +3.8% | -5.6% | +9.5% | +4.8% |
| 30D | +9.9% | -13.7% | +23.7% | +12.6% |
| 3M | +12.5% | -0.4% | +12.9% | +12.0% |
| 6M | +27.6% | +26.2% | +1.4% | +21.2% |
| YTD | +22.6% | +73.2% | -50.7% | +9.9% |
| 1Y | +45.0% | +161.6% | -116.6% | +20.3% |
| 3Y | +87.8% | +346.2% | -258.4% | +37.8% |
| 5Y | +128.7% | +1,047.6% | -919.0% | +41.1% |
| All | +1,278.0% | +1,154.1% | +123.9% | +744.6% |
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 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