+175.8%
ATI vs CASY
+22.7%
+153.1%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -14.2% | +13.9% | +0.3% |
| 7D | +2.4% | -16.5% | +18.9% | +3.2% |
| 30D | -9.5% | -26.4% | +16.9% | -8.4% |
| 3M | +10.4% | -17.3% | +27.7% | +10.4% |
| 6M | +31.8% | -5.2% | +37.0% | +27.5% |
| YTD | +80.0% | +14.1% | +65.9% | +80.5% |
| 1Y | +175.8% | +16.6% | +159.2% | +178.4% |
| All | +175.8% | +22.7% | +153.1% | +178.4% |
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