+107.9%
ASX vs TOST
-11.1%
+118.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.4% | +7.8% | +6.3% |
| 7D | -19.9% | +9.4% | -29.4% | -19.1% |
| 30D | -30.9% | +13.5% | -44.4% | -29.9% |
| 3M | -15.1% | -0.1% | -14.9% | -14.6% |
| 6M | -6.5% | +22.5% | -28.9% | -5.6% |
| YTD | +98.4% | -2.4% | +100.8% | +100.6% |
| 1Y | +107.9% | -4.7% | +112.6% | +111.1% |
| All | +107.9% | -11.1% | +118.9% | +111.1% |
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