+369.3%
ATI vs COO
-22.0%
+391.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.5% | +4.5% | +3.4% |
| 7D | -0.1% | -2.2% | +2.2% | +0.6% |
| 30D | +2.7% | -7.0% | +9.7% | +4.7% |
| 3M | +16.3% | +12.2% | +4.1% | +10.8% |
| 6M | +30.2% | -15.1% | +45.3% | +36.2% |
| YTD | +83.6% | -15.1% | +98.6% | +91.9% |
| 1Y | +173.0% | +2.3% | +170.7% | +168.5% |
| All | +369.3% | -22.0% | +391.3% | +394.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling