-49.2%
OPEN vs ATI
+166.0%
-215.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -1.0% | -2.1% |
| 7D | +1.0% | +3.2% | -2.2% | 0.0% |
| 30D | -11.9% | -9.0% | -2.9% | -9.5% |
| 3M | -28.8% | +15.1% | -43.9% | -33.2% |
| 6M | -38.6% | +38.1% | -76.7% | -46.9% |
| YTD | -47.3% | +80.7% | -128.0% | -59.2% |
| 1Y | -49.2% | +167.5% | -216.7% | -60.4% |
| All | -49.2% | +166.0% | -215.2% | -60.4% |
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 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