+978.9%
ATI vs RMD
+5,620.8%
-4,641.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.3% | -4.0% | -3.8% |
| 7D | +4.2% | +2.1% | +2.1% | +3.4% |
| 30D | -2.5% | +2.1% | -4.6% | -3.5% |
| 3M | -19.4% | +6.2% | -25.7% | -21.6% |
| 6M | +11.1% | +19.4% | -8.3% | +2.6% |
| YTD | +59.5% | +0.5% | +59.0% | +56.2% |
| 1Y | +85.8% | -3.9% | +89.7% | +84.7% |
| 3Y | +311.9% | +72.5% | +239.4% | +220.4% |
| 5Y | +963.2% | -1.5% | +964.8% | +886.9% |
| 10Y | +977.6% | +345.8% | +631.9% | +459.3% |
| All | +978.9% | +5,620.8% | -4,641.9% | +285.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling