+173.0%
ATI vs CG
-24.3%
+197.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.6% | +4.6% | +3.5% |
| 7D | -0.1% | -4.3% | +4.3% | +1.2% |
| 30D | +2.7% | -5.1% | +7.8% | +4.0% |
| 3M | +16.3% | +8.7% | +7.6% | +12.6% |
| 6M | +30.2% | -9.2% | +39.4% | +32.4% |
| YTD | +83.6% | -18.9% | +102.4% | +90.1% |
| 1Y | +173.0% | -25.6% | +198.6% | +181.6% |
| All | +173.0% | -24.3% | +197.3% | +181.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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