+1,090.2%
ATI vs ZBRA
+435.2%
+655.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -2.0% | -0.9% |
| 7D | -5.6% | -3.4% | -2.2% | -4.2% |
| 30D | -13.7% | -7.4% | -6.3% | -10.9% |
| 3M | -0.4% | +57.5% | -57.9% | -20.7% |
| 6M | +26.2% | +64.0% | -37.7% | -2.2% |
| YTD | +73.2% | +44.3% | +28.9% | +40.2% |
| 1Y | +161.6% | +10.9% | +150.7% | +136.7% |
| 3Y | +346.2% | +37.5% | +308.6% | +250.8% |
| 5Y | +1,047.6% | -39.7% | +1,087.3% | +1,174.2% |
| All | +1,090.2% | +435.2% | +655.0% | +366.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 10y: compounded portfolio wealth divided by compounded ZBRA 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…
10y analysis · Full analysis span regression · 6 months rolling