+311.9%
ATI vs CASY
+161.8%
+150.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.8% | -4.5% | -3.8% |
| 7D | +4.2% | +3.6% | +0.6% | +3.6% |
| 30D | -2.5% | +9.1% | -11.6% | -4.0% |
| 3M | -19.4% | -16.5% | -2.9% | -16.8% |
| 6M | +11.1% | -19.7% | +30.8% | +16.0% |
| YTD | +59.5% | +29.3% | +30.3% | +45.7% |
| 1Y | +85.8% | +33.1% | +52.6% | +68.0% |
| 3Y | +311.9% | +158.5% | +153.4% | +205.2% |
| All | +311.9% | +161.8% | +150.1% | +205.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling