+86.5%
ATI vs AEE
+13.9%
+72.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.1% | -0.9% |
| 7D | +8.3% | +4.7% | +3.6% | +7.8% |
| 30D | -7.3% | +13.4% | -20.7% | -9.0% |
| 3M | -10.5% | +4.1% | -14.6% | -10.7% |
| 6M | +16.4% | +2.0% | +14.3% | +16.7% |
| YTD | +56.1% | +15.6% | +40.4% | +50.3% |
| 1Y | +86.5% | +14.1% | +72.4% | +81.3% |
| All | +86.5% | +13.9% | +72.6% | +81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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