+325.3%
ASX vs BTI
+143.0%
+182.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.5% | +9.9% | +5.5% |
| 7D | -19.9% | -1.0% | -18.9% | -20.1% |
| 30D | -30.9% | +13.0% | -43.8% | -28.8% |
| 3M | -15.1% | +5.3% | -20.4% | -13.4% |
| 6M | -6.5% | +5.3% | -11.8% | -4.6% |
| YTD | +98.4% | +12.4% | +86.0% | +103.3% |
| 1Y | +107.9% | +18.9% | +88.9% | +114.6% |
| 3Y | +325.3% | +144.0% | +181.2% | +337.0% |
| All | +325.3% | +143.0% | +182.3% | +337.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling