+1,121.6%
ATI vs ZBRA
+1,156.0%
-34.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.2% | -0.3% |
| 7D | +3.2% | +2.6% | +0.6% | +1.9% |
| 30D | -9.0% | -6.4% | -2.6% | -6.2% |
| 3M | +15.1% | +51.3% | -36.2% | -8.0% |
| 6M | +38.1% | +60.5% | -22.4% | +6.4% |
| YTD | +80.7% | +45.2% | +35.5% | +43.9% |
| 1Y | +167.5% | +12.3% | +155.2% | +137.6% |
| 3Y | +366.0% | +37.5% | +328.5% | +262.7% |
| 5Y | +1,088.8% | -39.2% | +1,128.0% | +1,178.8% |
| 10Y | +1,055.0% | +417.0% | +638.0% | +307.1% |
| All | +1,121.6% | +1,156.0% | -34.3% | +167.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling