+82.6%
KO vs ATI
+1,029.4%
-946.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +0.2% | -5.6% | +5.9% | +0.4% |
| 30D | +1.8% | -13.7% | +15.6% | +2.2% |
| 3M | +7.7% | -0.4% | +8.0% | +7.6% |
| 6M | +15.3% | +26.2% | -11.0% | +14.0% |
| YTD | +28.0% | +73.2% | -45.2% | +25.0% |
| 1Y | +34.3% | +161.6% | -127.3% | +28.7% |
| 3Y | +63.8% | +346.2% | -282.4% | +49.2% |
| All | +82.6% | +1,029.4% | -946.8% | +48.9% |
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