+1,141.3%
ATI vs RMD
+5,338.7%
-4,197.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.1% |
| 7D | -0.1% | -5.0% | +4.9% | +1.7% |
| 30D | +2.7% | +2.2% | +0.5% | +1.6% |
| 3M | +16.3% | +17.8% | -1.5% | +8.7% |
| 6M | +30.2% | -11.3% | +41.5% | +34.2% |
| YTD | +83.6% | -4.4% | +88.0% | +83.8% |
| 1Y | +173.0% | -15.7% | +188.7% | +185.2% |
| 3Y | +356.6% | +47.7% | +308.9% | +275.9% |
| 5Y | +1,074.2% | -19.2% | +1,093.4% | +1,074.3% |
| 10Y | +1,136.2% | +280.4% | +855.8% | +582.2% |
| All | +1,141.3% | +5,338.7% | -4,197.4% | +353.9% |
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