+1,067.0%
ATI vs COO
+40.7%
+1,026.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.5% | +2.6% | +3.9% |
| 7D | +6.0% | +4.3% | +1.7% | +3.7% |
| 30D | -3.6% | +17.6% | -21.2% | -11.4% |
| 3M | -18.9% | -13.9% | -5.0% | -13.9% |
| 6M | +16.7% | +6.6% | +10.2% | +9.4% |
| YTD | +61.1% | -22.0% | +83.1% | +78.2% |
| 1Y | +89.3% | -8.8% | +98.1% | +92.5% |
| 3Y | +333.3% | -21.5% | +354.8% | +350.7% |
| 5Y | +954.5% | -41.0% | +995.5% | +1,166.2% |
| 10Y | +1,067.0% | +40.9% | +1,026.1% | +1,030.5% |
| All | +1,067.0% | +40.7% | +1,026.3% | +1,030.5% |
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