+91.9%
ATI vs CASY
+31.5%
+60.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.4% | +1.4% |
| 7D | +13.0% | +2.5% | +10.5% | +12.9% |
| 30D | +0.2% | +10.2% | -10.0% | -0.3% |
| 3M | -17.5% | -15.7% | -1.8% | -16.0% |
| 6M | +18.1% | -18.4% | +36.5% | +25.6% |
| YTD | +65.7% | +28.3% | +37.4% | +51.3% |
| 1Y | +91.9% | +32.6% | +59.4% | +75.8% |
| All | +91.9% | +31.5% | +60.5% | +75.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling