+173.0%
ATI vs COMP
+22.2%
+150.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.5% | +2.4% | +2.9% |
| 7D | -0.1% | +1.4% | -1.4% | -0.3% |
| 30D | +2.7% | -13.3% | +16.0% | +4.8% |
| 3M | +16.3% | +41.1% | -24.8% | +9.3% |
| 6M | +30.2% | +17.2% | +13.0% | +20.8% |
| YTD | +83.6% | +5.2% | +78.4% | +70.7% |
| 1Y | +173.0% | +18.9% | +154.1% | +158.4% |
| All | +173.0% | +22.2% | +150.8% | +158.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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