+1,005.0%
ATI vs RMD
+5,581.1%
-4,576.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.9% | +0.7% | +2.0% |
| 7D | +4.7% | -0.8% | +5.5% | +5.0% |
| 30D | -0.2% | +1.7% | -1.9% | -1.1% |
| 3M | -18.5% | +6.4% | -24.9% | -20.8% |
| 6M | +16.4% | +20.7% | -4.3% | +7.0% |
| YTD | +63.4% | -0.2% | +63.6% | +60.4% |
| 1Y | +91.5% | -4.5% | +96.0% | +90.9% |
| 3Y | +329.2% | +70.5% | +258.7% | +235.3% |
| 5Y | +966.7% | -1.6% | +968.3% | +890.3% |
| 10Y | +1,003.8% | +342.7% | +661.1% | +474.3% |
| All | +1,005.0% | +5,581.1% | -4,576.1% | +296.1% |
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