+6,024.9%
BTI vs RRC
+1,202.2%
+4,822.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -1.1% |
| 7D | -1.4% | +1.3% | -2.7% | -1.5% |
| 30D | -6.6% | +10.1% | -16.7% | -7.1% |
| 3M | -3.0% | +4.0% | -7.0% | -3.2% |
| 6M | -6.7% | +1.6% | -8.3% | -6.8% |
| YTD | +0.6% | +19.7% | -19.2% | -0.4% |
| 1Y | +5.6% | +21.4% | -15.8% | +4.4% |
| 3Y | +110.3% | +29.7% | +80.7% | +106.0% |
| 5Y | +114.3% | +153.9% | -39.6% | +101.0% |
| 10Y | +67.7% | +10.8% | +56.8% | +55.5% |
| All | +6,024.9% | +1,202.2% | +4,822.7% | +5,217.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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