+86.5%
ATI vs COMP
+23.8%
+62.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +7.7% | -8.4% | -2.1% |
| 7D | +8.3% | +9.5% | -1.1% | +6.6% |
| 30D | -7.3% | +8.1% | -15.3% | -8.8% |
| 3M | -10.5% | -16.3% | +5.8% | -8.1% |
| 6M | +16.4% | +42.2% | -25.8% | +5.6% |
| YTD | +56.1% | -5.0% | +61.1% | +45.9% |
| 1Y | +86.5% | +20.1% | +66.4% | +68.6% |
| All | +86.5% | +23.8% | +62.7% | +68.6% |
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