+847.2%
ATI vs OSCR
-9.5%
+856.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.6% | -6.2% | -3.9% |
| 7D | -2.7% | +1.1% | -3.8% | -2.8% |
| 30D | -13.5% | +16.5% | -30.0% | -14.7% |
| 3M | +8.5% | +17.0% | -8.5% | +6.6% |
| 6M | +25.2% | +145.0% | -119.8% | +14.5% |
| YTD | +73.4% | +126.7% | -53.3% | +59.4% |
| 1Y | +160.5% | +67.2% | +93.3% | +143.6% |
| 3Y | +347.3% | +405.1% | -57.8% | +259.3% |
| 5Y | +1,049.0% | +86.2% | +962.8% | +863.8% |
| All | +847.2% | -9.5% | +856.7% | +810.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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