+74.5%
ATI vs MKC
-18.8%
+93.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.8% | -5.2% | -6.1% |
| 7D | -3.8% | +7.0% | -10.8% | -2.8% |
| 30D | -13.5% | +11.4% | -25.0% | -12.1% |
| 3M | -17.9% | -3.7% | -14.2% | -17.6% |
| 6M | +8.4% | +5.3% | +3.1% | +8.9% |
| YTD | +46.7% | -24.4% | +71.1% | +56.1% |
| 1Y | +74.5% | -19.7% | +94.1% | +80.9% |
| All | +74.5% | -18.8% | +93.3% | +80.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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