+901.1%
ATI vs CASY
+250.1%
+650.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.7% | +4.5% |
| 7D | +6.2% | +1.1% | +5.1% | +5.9% |
| 30D | -7.1% | +8.7% | -15.8% | -8.9% |
| 3M | -21.3% | -17.3% | -4.0% | -18.3% |
| 6M | +6.5% | -19.7% | +26.2% | +10.7% |
| YTD | +53.2% | +24.8% | +28.4% | +39.9% |
| 1Y | +82.7% | +31.9% | +50.8% | +64.0% |
| 3Y | +314.3% | +155.4% | +158.9% | +199.5% |
| All | +901.1% | +250.1% | +650.9% | +556.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling