+14.3%
KO vs ATI
+27.3%
-13.0%
-6.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.7% | +4.0% | -0.1% |
| 7D | -1.1% | -2.7% | +1.6% | -1.4% |
| 30D | +1.6% | -13.5% | +15.1% | 0.0% |
| 3M | +5.8% | +8.5% | -2.8% | +6.4% |
| 6M | +14.3% | +25.2% | -10.9% | +14.7% |
| All | +14.3% | +27.3% | -13.0% | +14.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling