+935.8%
ATI vs CASY
+6,599.5%
-5,663.7%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.7% | +4.6% |
| 7D | +6.2% | +1.1% | +5.1% | +5.4% |
| 30D | -7.1% | +8.7% | -15.8% | -11.1% |
| 3M | -21.3% | -17.3% | -4.0% | -15.3% |
| 6M | +6.5% | -19.7% | +26.2% | +13.2% |
| YTD | +53.2% | +24.8% | +28.4% | +30.7% |
| 1Y | +82.7% | +31.9% | +50.8% | +51.0% |
| 3Y | +314.3% | +155.4% | +158.9% | +135.6% |
| 5Y | +890.9% | +250.6% | +640.4% | +364.5% |
| 10Y | +1,142.3% | +556.8% | +585.5% | +320.9% |
| All | +935.8% | +6,599.5% | -5,663.7% | +4.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling