+1,033.9%
ATI vs KEEL
+280.1%
+753.8%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -7.3% | +3.6% | -3.2% |
| 7D | -2.7% | +2.7% | -5.4% | -2.9% |
| 30D | -13.5% | +4.6% | -18.1% | -13.9% |
| 3M | +8.5% | -34.5% | +43.0% | +10.5% |
| 6M | +25.2% | +59.3% | -34.1% | +20.8% |
| YTD | +73.4% | +46.4% | +27.0% | +67.3% |
| 1Y | +160.5% | +96.6% | +63.9% | +144.6% |
| 3Y | +347.3% | +182.0% | +165.3% | +298.7% |
| 5Y | +1,049.0% | -38.2% | +1,087.2% | +930.5% |
| All | +1,033.9% | +280.1% | +753.8% | +855.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling