+86.5%
ATI vs LII
-26.0%
+112.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.6% | -4.3% | -1.9% |
| 7D | +8.3% | +7.9% | +0.4% | +5.6% |
| 30D | -7.3% | -0.6% | -6.6% | -7.7% |
| 3M | -10.5% | -19.3% | +8.8% | -3.6% |
| 6M | +16.4% | -29.8% | +46.2% | +29.9% |
| YTD | +56.1% | -25.4% | +81.5% | +66.6% |
| 1Y | +86.5% | -26.2% | +112.7% | +101.3% |
| All | +86.5% | -26.0% | +112.5% | +101.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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