+89.6%
ASX vs TOST
-6.2%
+95.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -0.6% | -20.2% | -20.8% |
| 7D | -33.3% | +11.6% | -44.9% | -32.6% |
| 30D | -36.5% | +16.2% | -52.7% | -35.6% |
| 3M | -19.2% | +1.0% | -20.2% | -18.6% |
| 6M | -10.2% | +23.2% | -33.4% | -9.6% |
| YTD | +86.5% | -1.0% | +87.4% | +90.1% |
| 1Y | +89.6% | -9.9% | +99.5% | +99.1% |
| All | +89.6% | -6.2% | +95.8% | +99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TOST.
Daily Out/Under-Performance
Portfolio return minus TOST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TOST 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 TOST 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