+117.0%
BTI vs RIO
+90.3%
+26.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.2% | +5.2% | +1.8% |
| 7D | -2.0% | -3.4% | +1.4% | -1.4% |
| 30D | -3.4% | +0.6% | -4.0% | -3.7% |
| 3M | -9.0% | +2.5% | -11.5% | -9.7% |
| 6M | -5.0% | +10.8% | -15.8% | -7.4% |
| YTD | -0.3% | +30.5% | -30.8% | -6.3% |
| 1Y | +3.1% | +68.1% | -65.0% | -8.3% |
| 3Y | +111.0% | +94.0% | +16.9% | +78.9% |
| 5Y | +117.0% | +92.0% | +25.0% | +79.7% |
| All | +117.0% | +90.3% | +26.7% | +79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 5y: compounded portfolio wealth divided by compounded RIO 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…
5y analysis · Full analysis span regression · 6 months rolling