+155.0%
ASX vs ROST
+49.6%
+105.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.0% | +5.6% | +6.4% |
| 7D | +0.8% | -1.8% | +2.6% | +1.3% |
| 30D | -20.4% | +6.8% | -27.3% | -20.8% |
| 3M | -2.1% | -4.0% | +1.9% | -0.5% |
| 6M | +8.2% | +12.9% | -4.7% | +4.2% |
| YTD | +137.3% | +34.7% | +102.5% | +121.6% |
| 1Y | +155.0% | +49.5% | +105.5% | +135.7% |
| All | +155.0% | +49.6% | +105.5% | +135.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling