+970.1%
ATI vs COO
+40.1%
+930.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +2.0% |
| 7D | +13.0% | -2.1% | +15.0% | +14.1% |
| 30D | +0.2% | +13.9% | -13.7% | -6.5% |
| 3M | -17.5% | -18.9% | +1.5% | -9.6% |
| 6M | +18.1% | +3.7% | +14.4% | +12.1% |
| YTD | +65.7% | -24.1% | +89.8% | +85.9% |
| 1Y | +91.9% | -14.2% | +106.1% | +101.4% |
| 3Y | +335.2% | -24.5% | +359.7% | +361.7% |
| 5Y | +1,004.3% | -40.4% | +1,044.7% | +1,215.0% |
| All | +970.1% | +40.1% | +930.1% | +969.7% |
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