+970.1%
ATI vs RMD
+344.9%
+625.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.3% | +1.3% |
| 7D | +13.0% | -0.2% | +13.1% | +13.0% |
| 30D | +0.2% | +1.6% | -1.5% | -0.7% |
| 3M | -17.5% | +6.0% | -23.5% | -19.7% |
| 6M | +18.1% | +17.9% | +0.2% | +9.3% |
| YTD | +65.7% | 0.0% | +65.7% | +62.8% |
| 1Y | +91.9% | -4.5% | +96.5% | +91.8% |
| 3Y | +335.2% | +70.8% | +264.5% | +229.8% |
| 5Y | +1,004.3% | -2.0% | +1,006.3% | +929.0% |
| All | +970.1% | +344.9% | +625.2% | +252.1% |
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