+1,121.6%
ATI vs MKC
+1,034.2%
+87.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.4% |
| 7D | +3.2% | -4.3% | +7.5% | +5.3% |
| 30D | -9.0% | -2.0% | -7.0% | -8.4% |
| 3M | +15.1% | +10.0% | +5.1% | +8.3% |
| 6M | +38.1% | -18.5% | +56.7% | +49.3% |
| YTD | +80.7% | -22.4% | +103.1% | +98.8% |
| 1Y | +167.5% | -23.6% | +191.1% | +194.3% |
| 3Y | +366.0% | -30.4% | +396.4% | +421.1% |
| 5Y | +1,088.8% | -34.2% | +1,123.0% | +1,230.8% |
| 10Y | +1,055.0% | +26.8% | +1,028.2% | +703.6% |
| All | +1,121.6% | +1,034.2% | +87.5% | +229.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling