+88.4%
ATI vs COO
-8.8%
+97.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.5% | +2.6% | +4.6% |
| 7D | +6.0% | +4.3% | +1.7% | +5.1% |
| 30D | -3.6% | +17.6% | -21.2% | -7.2% |
| 3M | -18.9% | -13.9% | -5.0% | -16.1% |
| 6M | +16.7% | +6.6% | +10.2% | +8.0% |
| YTD | +61.1% | -22.0% | +83.1% | +77.3% |
| All | +88.4% | -8.8% | +97.2% | +97.9% |
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