+311.9%
ATI vs RMD
+69.3%
+242.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.3% | -4.0% | -3.8% |
| 7D | +4.2% | +2.1% | +2.1% | +3.8% |
| 30D | -2.5% | +2.1% | -4.6% | -2.9% |
| 3M | -19.4% | +6.2% | -25.7% | -20.3% |
| 6M | +11.1% | +19.4% | -8.3% | +7.0% |
| YTD | +59.5% | +0.5% | +59.0% | +59.5% |
| 1Y | +85.8% | -3.9% | +89.7% | +87.5% |
| 3Y | +311.9% | +72.5% | +239.4% | +305.2% |
| All | +311.9% | +69.3% | +242.6% | +305.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling