+1,141.3%
ATI vs MKC
+1,038.1%
+103.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.0% | +3.9% | +3.4% |
| 7D | -0.1% | -5.9% | +5.8% | +2.8% |
| 30D | +2.7% | -0.9% | +3.6% | +2.8% |
| 3M | +16.3% | +12.7% | +3.6% | +8.1% |
| 6M | +30.2% | -19.3% | +49.5% | +41.5% |
| YTD | +83.6% | -22.2% | +105.7% | +101.7% |
| 1Y | +173.0% | -23.3% | +196.3% | +199.8% |
| 3Y | +356.6% | -30.0% | +386.6% | +408.9% |
| 5Y | +1,074.2% | -33.8% | +1,108.0% | +1,209.8% |
| 10Y | +1,136.2% | +24.4% | +1,111.8% | +771.4% |
| All | +1,141.3% | +1,038.1% | +103.1% | +234.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling