+1,178.1%
ATI vs CPB
-44.2%
+1,222.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -0.9% | -0.4% |
| 7D | +2.4% | -8.0% | +10.4% | +2.6% |
| 30D | -9.5% | -2.4% | -7.1% | -9.5% |
| 3M | +10.4% | +0.5% | +9.8% | +10.1% |
| 6M | +31.8% | -10.5% | +42.3% | +32.3% |
| YTD | +80.0% | -17.5% | +97.5% | +81.3% |
| 1Y | +175.8% | -31.0% | +206.9% | +180.9% |
| 3Y | +364.2% | -40.6% | +404.9% | +373.4% |
| 5Y | +1,076.9% | -37.7% | +1,114.6% | +1,088.4% |
| 10Y | +1,178.1% | -43.4% | +1,221.5% | +1,271.0% |
| All | +1,178.1% | -44.2% | +1,222.3% | +1,271.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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