+86.5%
ATI vs COO
-7.7%
+94.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.9% | -6.6% | -1.8% |
| 7D | +8.3% | +8.4% | -0.1% | +6.6% |
| 30D | -7.3% | +13.5% | -20.7% | -9.8% |
| 3M | -10.5% | -13.8% | +3.2% | -7.5% |
| 6M | +16.4% | +4.7% | +11.7% | +9.5% |
| YTD | +56.1% | -21.4% | +77.5% | +71.5% |
| 1Y | +86.5% | -6.7% | +93.3% | +90.3% |
| All | +86.5% | -7.7% | +94.2% | +90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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