+173.0%
ATI vs KIM
+9.1%
+163.9%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.3% | +4.3% | +3.2% |
| 7D | -0.1% | -0.8% | +0.7% | 0.0% |
| 30D | +2.7% | -5.1% | +7.8% | +3.5% |
| 3M | +16.3% | -0.6% | +16.9% | +14.8% |
| 6M | +30.2% | +2.4% | +27.8% | +27.1% |
| YTD | +83.6% | +19.0% | +64.5% | +78.4% |
| 1Y | +173.0% | +8.4% | +164.6% | +158.0% |
| All | +173.0% | +9.1% | +163.9% | +158.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 KIM 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