+311.9%
ATI vs KMX
-14.8%
+326.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.2% | -4.9% | -4.0% |
| 7D | +4.2% | +3.4% | +0.8% | +3.3% |
| 30D | -2.5% | +6.8% | -9.4% | -4.4% |
| 3M | -19.4% | -11.4% | -8.0% | -17.4% |
| 6M | +11.1% | +43.6% | -32.5% | 0.0% |
| YTD | +59.5% | +37.7% | +21.8% | +43.0% |
| 1Y | +85.8% | +53.0% | +32.8% | +61.5% |
| 3Y | +311.9% | -16.3% | +328.2% | +322.4% |
| All | +311.9% | -14.8% | +326.7% | +322.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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