-45.9%
CHTR vs ATI
+1,154.1%
-1,199.9%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.7% |
| 7D | -4.1% | -5.6% | +1.5% | -3.4% |
| 30D | -3.0% | -13.7% | +10.8% | -1.2% |
| 3M | +4.8% | -0.4% | +5.1% | +4.4% |
| 6M | -35.0% | +26.2% | -61.3% | -37.5% |
| YTD | -30.2% | +73.2% | -103.4% | -35.7% |
| 1Y | -44.8% | +161.6% | -206.4% | -52.0% |
| 3Y | -66.6% | +346.2% | -412.7% | -73.4% |
| 5Y | -81.5% | +1,047.6% | -1,129.1% | -87.0% |
| All | -45.9% | +1,154.1% | -1,199.9% | -64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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