+88.8%
APA vs ATI
+176.2%
-87.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.0% | -6.2% | -2.8% |
| 7D | +0.5% | -0.1% | +0.6% | +0.6% |
| 30D | +23.4% | +2.7% | +20.7% | +23.9% |
| 3M | +12.7% | +16.3% | -3.6% | +15.6% |
| 6M | +39.4% | +30.2% | +9.2% | +48.9% |
| YTD | +79.0% | +83.6% | -4.6% | +73.6% |
| 1Y | +88.8% | +173.0% | -84.2% | +51.3% |
| All | +88.8% | +176.2% | -87.4% | +51.3% |
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