+2,979.8%
ASX vs BTI
+3,681.3%
-701.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.5% | +9.9% | +7.4% |
| 7D | -19.9% | -1.0% | -18.9% | -19.8% |
| 30D | -30.9% | +13.0% | -43.8% | -33.5% |
| 3M | -15.1% | +5.3% | -20.4% | -17.0% |
| 6M | -6.5% | +5.3% | -11.8% | -9.6% |
| YTD | +98.4% | +12.4% | +86.0% | +87.8% |
| 1Y | +107.9% | +18.9% | +88.9% | +93.3% |
| 3Y | +325.3% | +144.0% | +181.2% | +209.2% |
| 5Y | +447.3% | +156.3% | +291.0% | +289.6% |
| 10Y | +763.2% | +115.3% | +648.0% | +526.8% |
| All | +2,979.8% | +3,681.3% | -701.5% | +2,518.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling