+33.6%
KO vs ATI
+160.2%
-126.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.7% | +4.0% | 0.0% |
| 7D | -1.1% | -2.7% | +1.6% | -1.3% |
| 30D | +1.6% | -13.5% | +15.1% | +0.5% |
| 3M | +5.8% | +8.5% | -2.8% | +6.3% |
| 6M | +14.3% | +25.2% | -10.9% | +14.9% |
| YTD | +27.3% | +73.4% | -46.1% | +31.0% |
| All | +33.6% | +160.2% | -126.6% | +41.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling