+346.2%
ATI vs KEEL
+197.5%
+148.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.8% | -3.9% | -0.5% |
| 7D | -5.6% | +2.9% | -8.5% | -6.0% |
| 30D | -13.7% | +0.8% | -14.6% | -14.1% |
| 3M | -0.4% | -35.3% | +35.0% | +3.0% |
| 6M | +26.2% | +59.4% | -33.1% | +18.4% |
| YTD | +73.2% | +51.9% | +21.3% | +61.9% |
| 1Y | +161.6% | +75.0% | +86.6% | +135.6% |
| 3Y | +346.2% | +224.5% | +121.6% | +275.9% |
| All | +346.2% | +197.5% | +148.7% | +275.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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