+366.0%
ATI vs RMD
+52.4%
+313.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.6% | -1.0% |
| 7D | +3.2% | -4.5% | +7.6% | +4.0% |
| 30D | -9.0% | +4.6% | -13.6% | -9.8% |
| 3M | +15.1% | +14.8% | +0.3% | +11.5% |
| 6M | +38.1% | -12.1% | +50.2% | +41.7% |
| YTD | +80.7% | -7.5% | +88.1% | +83.1% |
| 1Y | +167.5% | -20.1% | +187.6% | +179.1% |
| 3Y | +366.0% | +53.9% | +312.1% | +339.0% |
| All | +366.0% | +52.4% | +313.6% | +339.0% |
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