+177.9%
KO vs ATI
+1,155.5%
-977.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.7% | +4.0% | +0.7% |
| 7D | -1.1% | -2.7% | +1.6% | -0.9% |
| 30D | +1.6% | -13.5% | +15.1% | +2.9% |
| 3M | +5.8% | +8.5% | -2.8% | +4.5% |
| 6M | +14.3% | +25.2% | -10.9% | +11.0% |
| YTD | +27.3% | +73.4% | -46.1% | +19.4% |
| 1Y | +33.2% | +160.5% | -127.3% | +19.3% |
| 3Y | +64.5% | +347.3% | -282.8% | +34.9% |
| 5Y | +83.1% | +1,049.0% | -965.8% | +29.5% |
| All | +177.9% | +1,155.5% | -977.7% | +75.4% |
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