+325.3%
ASX vs ROST
+95.7%
+229.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.8% | +8.2% | +7.1% |
| 7D | -19.9% | +1.2% | -21.2% | -19.9% |
| 30D | -30.9% | +2.5% | -33.3% | -31.4% |
| 3M | -15.1% | -9.0% | -6.1% | -12.0% |
| 6M | -6.5% | +1.3% | -7.8% | -8.1% |
| YTD | +98.4% | +29.1% | +69.4% | +74.0% |
| 1Y | +107.9% | +45.4% | +62.4% | +71.8% |
| 3Y | +325.3% | +94.9% | +230.4% | +209.9% |
| All | +325.3% | +95.7% | +229.6% | +209.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling