+935.8%
ATI vs LII
+4,667.6%
-3,731.7%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.0% | +6.4% | +5.6% |
| 7D | +6.2% | -0.6% | +6.8% | +6.5% |
| 30D | -7.1% | -4.6% | -2.5% | -5.5% |
| 3M | -21.3% | -21.2% | -0.1% | -10.9% |
| 6M | +6.5% | -36.4% | +42.9% | +33.2% |
| YTD | +53.2% | -28.9% | +82.1% | +78.2% |
| 1Y | +82.7% | -29.5% | +112.2% | +113.3% |
| 3Y | +314.3% | -8.6% | +322.9% | +293.9% |
| 5Y | +890.9% | +20.2% | +870.7% | +657.3% |
| 10Y | +1,142.3% | +166.2% | +976.1% | +497.7% |
| All | +935.8% | +4,667.6% | -3,731.7% | +57.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling