+1,076.9%
ATI vs RMD
-22.9%
+1,099.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | +2.4% | -4.7% | +7.1% | +3.6% |
| 30D | -9.5% | +0.2% | -9.7% | -9.6% |
| 3M | +10.4% | +12.0% | -1.6% | +6.5% |
| 6M | +31.8% | -12.5% | +44.3% | +35.8% |
| YTD | +80.0% | -7.9% | +87.9% | +82.6% |
| 1Y | +175.8% | -20.4% | +196.2% | +190.4% |
| 3Y | +364.2% | +53.1% | +311.1% | +297.8% |
| 5Y | +1,076.9% | -22.1% | +1,099.0% | +1,006.5% |
| All | +1,076.9% | -22.9% | +1,099.8% | +1,006.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling