+50,324.2%
AAPL vs ATI
+957.9%
+49,366.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.7% | +4.1% | +1.2% |
| 7D | +4.1% | +4.2% | 0.0% | +3.2% |
| 30D | +4.0% | -2.5% | +6.5% | +4.0% |
| 3M | +16.8% | -19.4% | +36.2% | +21.1% |
| 6M | +19.4% | +11.1% | +8.3% | +15.0% |
| YTD | +31.5% | +59.5% | -28.0% | +16.6% |
| 1Y | +31.0% | +85.8% | -54.8% | +12.3% |
| 3Y | +95.3% | +311.9% | -216.6% | +36.9% |
| 5Y | +143.4% | +963.2% | -819.9% | +36.2% |
| 10Y | +1,330.5% | +977.6% | +352.9% | +590.5% |
| All | +50,324.2% | +957.9% | +49,366.3% | +16,713.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling