-26.3%
APH vs ATI
+176.2%
-202.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.2% | -50.9% | -49.0% |
| 7D | -48.7% | -1.8% | -46.9% | -48.8% |
| 30D | -51.9% | +2.7% | -54.6% | -53.0% |
| 3M | -43.6% | +16.3% | -59.9% | -47.9% |
| 6M | -37.5% | +30.2% | -67.7% | -45.7% |
| YTD | -38.6% | +83.6% | -122.2% | -53.8% |
| 1Y | -26.3% | +173.0% | -199.3% | -48.2% |
| All | -26.3% | +176.2% | -202.6% | -48.2% |
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