+10.1%
ATKR vs SPY
+82.3%
-72.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.3% |
| 7D | +0.4% | -0.8% | +1.2% | +1.5% |
| 30D | +0.7% | -1.1% | +1.8% | +2.2% |
| 3M | +19.6% | +3.9% | +15.8% | +13.5% |
| 6M | +58.7% | +13.6% | +45.1% | +32.5% |
| YTD | +50.8% | +12.7% | +38.1% | +27.6% |
| 1Y | +54.1% | +17.5% | +36.6% | +23.0% |
| 3Y | -35.0% | +76.9% | -111.9% | -71.3% |
| All | +10.1% | +82.3% | -72.2% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 5y: compounded portfolio wealth divided by compounded SPY 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…
5y analysis · Full analysis span regression · 6 months rolling