+1,178.1%
ATI vs COO
+36.7%
+1,141.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.2% | +5.8% | +2.7% |
| 7D | +2.4% | -9.0% | +11.4% | +7.2% |
| 30D | -9.5% | -16.8% | +7.3% | -1.1% |
| 3M | +10.4% | -7.5% | +17.9% | +13.3% |
| 6M | +31.8% | -16.3% | +48.1% | +42.4% |
| YTD | +80.0% | -22.5% | +102.5% | +102.1% |
| 1Y | +175.8% | -7.0% | +182.8% | +179.2% |
| 3Y | +364.2% | -27.5% | +391.7% | +410.5% |
| 5Y | +1,076.9% | -43.3% | +1,120.2% | +1,366.9% |
| 10Y | +1,178.1% | +37.6% | +1,140.5% | +1,104.7% |
| All | +1,178.1% | +36.7% | +1,141.4% | +1,104.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling