+1,003.8%
ATI vs LII
+172.8%
+831.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.2% |
| 7D | +4.7% | -2.3% | +7.0% | +6.2% |
| 30D | -0.2% | -1.7% | +1.4% | -0.3% |
| 3M | -18.5% | -18.3% | -0.2% | -9.5% |
| 6M | +16.4% | -32.3% | +48.7% | +40.4% |
| YTD | +63.4% | -27.1% | +90.5% | +86.8% |
| 1Y | +91.5% | -27.2% | +118.7% | +118.8% |
| 3Y | +329.2% | -8.9% | +338.2% | +292.7% |
| 5Y | +966.7% | +19.7% | +947.1% | +665.5% |
| 10Y | +1,003.8% | +168.9% | +834.9% | +296.5% |
| All | +1,003.8% | +172.8% | +831.0% | +296.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling