+1,025.5%
ATI vs CNI
+12.6%
+1,012.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.7% |
| 7D | -5.6% | -0.4% | -5.3% | -5.4% |
| 30D | -13.7% | -2.7% | -11.0% | -12.3% |
| 3M | -0.4% | +3.9% | -4.3% | -3.8% |
| 6M | +26.2% | +16.4% | +9.9% | +12.3% |
| YTD | +73.2% | +25.8% | +47.4% | +45.6% |
| 1Y | +161.6% | +32.4% | +129.2% | +110.8% |
| 3Y | +346.2% | +19.1% | +327.1% | +275.0% |
| All | +1,025.5% | +12.6% | +1,012.9% | +862.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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