+1,055.0%
ATI vs CASY
+549.1%
+505.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.0% | +1.4% | -0.2% |
| 7D | +3.2% | -4.4% | +7.5% | +5.3% |
| 30D | -9.0% | -12.0% | +3.0% | -3.8% |
| 3M | +15.1% | -2.3% | +17.4% | +13.0% |
| 6M | +38.1% | +10.5% | +27.6% | +26.8% |
| YTD | +80.7% | +33.0% | +47.6% | +51.0% |
| 1Y | +167.5% | +41.1% | +126.4% | +114.6% |
| 3Y | +366.0% | +207.5% | +158.5% | +132.3% |
| 5Y | +1,088.8% | +290.7% | +798.0% | +393.0% |
| 10Y | +1,055.0% | +556.5% | +498.5% | +273.6% |
| All | +1,055.0% | +549.1% | +505.9% | +273.6% |
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