-81.6%
CHTR vs ATI
+1,029.4%
-1,111.0%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.7% |
| 7D | -4.1% | -5.6% | +1.5% | -3.2% |
| 30D | -3.0% | -13.7% | +10.8% | -0.7% |
| 3M | +4.8% | -0.4% | +5.1% | +4.3% |
| 6M | -35.0% | +26.2% | -61.3% | -38.4% |
| YTD | -30.2% | +73.2% | -103.4% | -37.9% |
| 1Y | -44.8% | +161.6% | -206.4% | -54.8% |
| 3Y | -66.6% | +346.2% | -412.7% | -76.3% |
| All | -81.6% | +1,029.4% | -1,111.0% | -88.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling