+323.5%
CORZ vs ATI
+330.2%
-6.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.6% | +8.3% | +9.4% |
| 7D | +14.2% | +4.7% | +9.5% | +11.6% |
| 30D | -3.0% | -0.2% | -2.8% | -2.6% |
| 3M | -26.3% | -18.5% | -7.8% | -17.1% |
| 6M | -36.5% | +16.4% | -52.9% | -40.9% |
| YTD | +0.1% | +63.4% | -63.3% | -21.6% |
| 1Y | -15.9% | +91.5% | -107.4% | -38.9% |
| All | +323.5% | +330.2% | -6.7% | +71.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling