+1,124.2%
ATI vs LII
+162.0%
+962.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.0% | +6.4% | +5.5% |
| 7D | +6.2% | -0.6% | +6.8% | +6.4% |
| 30D | -7.1% | -4.6% | -2.5% | -5.6% |
| 3M | -21.3% | -21.2% | -0.1% | -10.9% |
| 6M | +6.5% | -36.4% | +42.9% | +33.4% |
| YTD | +53.2% | -28.9% | +82.1% | +77.6% |
| 1Y | +82.7% | -29.5% | +112.2% | +112.6% |
| 3Y | +314.3% | -8.6% | +322.9% | +276.8% |
| 5Y | +890.9% | +20.2% | +870.7% | +602.8% |
| All | +1,124.2% | +162.0% | +962.2% | +382.7% |
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