+976.7%
ATI vs COO
+1,837.0%
-860.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.9% |
| 7D | +1.3% | +4.5% | -3.2% | -0.7% |
| 30D | -4.8% | +16.9% | -21.7% | -11.6% |
| 3M | -19.9% | -16.7% | -3.2% | -14.3% |
| 6M | +15.4% | +5.9% | +9.4% | +9.5% |
| YTD | +59.2% | -22.4% | +81.7% | +74.4% |
| 1Y | +86.3% | -10.1% | +96.4% | +90.5% |
| 3Y | +318.2% | -22.8% | +341.0% | +341.1% |
| 5Y | +958.6% | -41.4% | +1,000.0% | +1,138.4% |
| 10Y | +996.8% | +41.3% | +955.5% | +770.9% |
| All | +976.7% | +1,837.0% | -860.4% | +246.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling