+913.4%
ASX vs ROST
+303.5%
+609.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +6.2% |
| 7D | +6.3% | +0.2% | +6.1% | +6.2% |
| 30D | +6.4% | -10.0% | +16.4% | +10.4% |
| 3M | +13.1% | +1.2% | +11.9% | +11.9% |
| 6M | +90.3% | +8.9% | +81.3% | +82.6% |
| YTD | +149.6% | +28.1% | +121.6% | +124.8% |
| 1Y | +249.2% | +53.0% | +196.2% | +193.0% |
| 3Y | +445.9% | +97.9% | +348.0% | +312.5% |
| 5Y | +477.7% | +112.0% | +365.7% | +312.9% |
| 10Y | +913.4% | +303.0% | +610.4% | +517.4% |
| All | +913.4% | +303.5% | +609.9% | +517.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROST.
Daily Out/Under-Performance
Portfolio return minus ROST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROST 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 10y: compounded portfolio wealth divided by compounded ROST 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…
10y analysis · Full analysis span regression · 6 months rolling