+887.2%
ASX vs BTI
+125.1%
+762.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.2% | +2.0% | +3.0% |
| 7D | -9.1% | -0.1% | -9.0% | -9.3% |
| 30D | -23.6% | +9.6% | -33.2% | -25.6% |
| 3M | -5.6% | +8.3% | -13.9% | -8.1% |
| 6M | +4.7% | +7.5% | -2.8% | +0.8% |
| YTD | +122.6% | +12.3% | +110.3% | +110.9% |
| 1Y | +133.0% | +16.2% | +116.8% | +118.4% |
| 3Y | +367.1% | +148.0% | +219.1% | +226.2% |
| 5Y | +504.7% | +153.2% | +351.5% | +315.8% |
| 10Y | +887.2% | +128.2% | +759.0% | +569.1% |
| All | +887.2% | +125.1% | +762.1% | +569.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling