+86.5%
ATI vs CPAY
+59.0%
+27.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.0% | -3.6% | -0.7% |
| 7D | +8.3% | +5.7% | +2.6% | +8.3% |
| 30D | -7.3% | +4.2% | -11.5% | -7.3% |
| 3M | -10.5% | +5.6% | -16.1% | -10.7% |
| 6M | +16.4% | +34.7% | -18.3% | +14.2% |
| YTD | +56.1% | +39.1% | +17.0% | +52.7% |
| 1Y | +86.5% | +60.3% | +26.2% | +82.0% |
| All | +86.5% | +59.0% | +27.5% | +82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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