+278.0%
APH vs ATI
+325.6%
-47.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.2% | -0.5% |
| 7D | -5.0% | +1.3% | -6.4% | -5.3% |
| 30D | -8.4% | -4.8% | -3.6% | -6.7% |
| 3M | -4.5% | -19.9% | +15.4% | +3.3% |
| 6M | +25.3% | +15.4% | +9.9% | +18.8% |
| YTD | +18.9% | +59.2% | -40.3% | +1.0% |
| 1Y | +11.9% | +86.3% | -74.3% | -9.5% |
| 3Y | +278.0% | +318.2% | -40.3% | +134.5% |
| All | +278.0% | +325.6% | -47.7% | +134.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling