+949.2%
ATI vs CLBK
+27.8%
+921.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.5% |
| 7D | +4.2% | +0.9% | +3.3% | +3.9% |
| 30D | -2.5% | +3.4% | -5.9% | -3.7% |
| 3M | -19.4% | -4.3% | -15.1% | -18.3% |
| 6M | +11.1% | +28.4% | -17.3% | +1.0% |
| YTD | +59.5% | +59.4% | +0.1% | +33.6% |
| 1Y | +85.8% | +64.8% | +20.9% | +53.2% |
| 3Y | +311.9% | +50.6% | +261.3% | +244.6% |
| All | +949.2% | +27.8% | +921.5% | +741.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 5y: compounded portfolio wealth divided by compounded CLBK 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…
5y analysis · Full analysis span regression · 6 months rolling