+978.9%
ATI vs AEE
+1,021.7%
-42.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.1% | -4.8% | -4.5% |
| 7D | +4.2% | +1.7% | +2.5% | +2.9% |
| 30D | -2.5% | +9.7% | -12.3% | -9.0% |
| 3M | -19.4% | +5.9% | -25.3% | -22.9% |
| 6M | +11.1% | +6.7% | +4.4% | +4.7% |
| YTD | +59.5% | +17.4% | +42.2% | +40.5% |
| 1Y | +85.8% | +12.7% | +73.1% | +68.2% |
| 3Y | +311.9% | +68.2% | +243.7% | +169.6% |
| 5Y | +963.2% | +57.3% | +905.9% | +615.6% |
| 10Y | +977.6% | +220.6% | +757.0% | +301.0% |
| All | +978.9% | +1,021.7% | -42.8% | +63.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling