+173.0%
ATI vs RMD
-14.6%
+187.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.0% |
| 7D | -0.1% | -5.0% | +4.9% | +0.3% |
| 30D | +2.7% | +2.2% | +0.5% | +2.6% |
| 3M | +16.3% | +17.8% | -1.5% | +13.2% |
| 6M | +30.2% | -11.3% | +41.5% | +38.9% |
| YTD | +83.6% | -4.4% | +88.0% | +91.0% |
| 1Y | +173.0% | -15.7% | +188.7% | +192.3% |
| All | +173.0% | -14.6% | +187.6% | +192.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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