+1,090.2%
ATI vs RMD
+274.3%
+815.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | -5.6% | -4.4% | -1.2% | -4.1% |
| 30D | -13.7% | -3.1% | -10.6% | -12.9% |
| 3M | -0.4% | +13.8% | -14.1% | -6.1% |
| 6M | +26.2% | -8.6% | +34.8% | +29.1% |
| YTD | +73.2% | -8.6% | +81.8% | +76.5% |
| 1Y | +161.6% | -19.7% | +181.3% | +179.7% |
| 3Y | +346.2% | +48.4% | +297.8% | +255.8% |
| 5Y | +1,047.6% | -22.7% | +1,070.4% | +1,086.7% |
| All | +1,090.2% | +274.3% | +815.9% | +309.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling