+1,067.0%
ATI vs CASY
+551.3%
+515.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.7% | +4.5% | +4.9% |
| 7D | +6.0% | +3.6% | +2.4% | +4.3% |
| 30D | -3.6% | +7.2% | -10.8% | -6.9% |
| 3M | -18.9% | -16.9% | -1.9% | -13.1% |
| 6M | +16.7% | -19.3% | +36.0% | +23.9% |
| YTD | +61.1% | +25.6% | +35.4% | +36.4% |
| 1Y | +89.3% | +30.2% | +59.1% | +56.8% |
| 3Y | +333.3% | +154.9% | +178.4% | +137.8% |
| 5Y | +954.5% | +252.1% | +702.4% | +359.0% |
| 10Y | +1,067.0% | +535.8% | +531.1% | +298.6% |
| All | +1,067.0% | +551.3% | +515.7% | +298.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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