+91.9%
ATI vs RMD
-4.2%
+96.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.3% | +1.4% |
| 7D | +13.0% | -0.2% | +13.1% | +13.0% |
| 30D | +0.2% | +1.6% | -1.5% | +0.4% |
| 3M | -17.5% | +6.0% | -23.5% | -17.3% |
| 6M | +18.1% | +17.9% | +0.2% | +16.7% |
| YTD | +65.7% | 0.0% | +65.7% | +72.4% |
| 1Y | +91.9% | -4.5% | +96.5% | +104.2% |
| All | +91.9% | -4.2% | +96.1% | +104.2% |
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