+955.2%
APH vs ATI
+1,024.4%
-69.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.2% | -0.6% |
| 7D | -5.0% | +1.3% | -6.4% | -5.2% |
| 30D | -8.4% | -4.8% | -3.6% | -7.1% |
| 3M | -4.5% | -19.9% | +15.4% | +1.1% |
| 6M | +25.3% | +15.4% | +9.9% | +20.7% |
| YTD | +18.9% | +59.2% | -40.3% | +5.6% |
| 1Y | +11.9% | +86.3% | -74.3% | -4.3% |
| 3Y | +278.0% | +318.2% | -40.3% | +158.9% |
| 5Y | +306.4% | +958.6% | -652.2% | +120.9% |
| 10Y | +955.2% | +996.8% | -41.6% | +435.1% |
| All | +955.2% | +1,024.4% | -69.3% | +435.1% |
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 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