+50.8%
APH vs ATI
+170.3%
-119.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.0% | -2.1% | -0.5% |
| 7D | +5.0% | -0.1% | +5.0% | +4.9% |
| 30D | -3.9% | +2.7% | -6.6% | -5.2% |
| 3M | +13.0% | +16.3% | -3.3% | +5.1% |
| 6M | +25.2% | +30.2% | -5.0% | +9.7% |
| YTD | +22.9% | +83.6% | -60.6% | -6.6% |
| All | +50.8% | +170.3% | -119.5% | +6.6% |
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 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