+6,565.9%
BTI vs RIO
+6,041.4%
+524.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | -1.4% | +1.9% | -3.3% | -1.7% |
| 30D | -7.0% | +5.0% | -12.0% | -8.0% |
| 3M | -6.3% | +5.1% | -11.5% | -7.5% |
| 6M | -2.0% | +17.6% | -19.6% | -5.5% |
| YTD | +0.2% | +36.3% | -36.1% | -6.4% |
| 1Y | +3.8% | +71.2% | -67.4% | -7.5% |
| 3Y | +112.1% | +102.7% | +9.4% | +81.0% |
| 5Y | +113.6% | +99.6% | +14.0% | +80.1% |
| 10Y | +69.6% | +603.1% | -533.5% | +9.3% |
| All | +6,565.9% | +6,041.4% | +524.5% | +1,750.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling