+271.9%
ASX vs BTI
+2.0%
+269.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +5.0% | +3.2% |
| 7D | +11.1% | -2.4% | +13.5% | +10.5% |
| 30D | +9.6% | -4.8% | +14.4% | +8.4% |
| 3M | +18.6% | -8.1% | +26.7% | +16.3% |
| 6M | +92.1% | -4.2% | +96.3% | +86.6% |
| YTD | +158.5% | -1.3% | +159.8% | +153.1% |
| 1Y | +271.9% | +2.1% | +269.8% | +273.8% |
| All | +271.9% | +2.0% | +269.9% | +273.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling