+160.5%
ATI vs A
+14.6%
+145.9%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.1% | -2.5% | -3.4% |
| 7D | -2.7% | -4.6% | +1.9% | -1.6% |
| 30D | -13.5% | -4.3% | -9.2% | -12.7% |
| 3M | +8.5% | +8.9% | -0.4% | +5.8% |
| 6M | +25.2% | +24.5% | +0.7% | +17.0% |
| YTD | +73.4% | +5.8% | +67.6% | +68.4% |
| 1Y | +160.5% | +16.2% | +144.3% | +144.3% |
| All | +160.5% | +14.6% | +145.9% | +144.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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