Asset Allocation Backtester
Simulate the historical risk and return of custom multi-asset portfolios with annual rebalancing logic.
Quick Summary: Asset Allocation Backtester
Asset allocation is the most critical driver of portfolio returns and risk—more than individual stock selection. Historically in India, a rebalanced 60/40 Equity-Debt split has provided smoother returns compared to a pure equity portfolio. This backtester allows you to simulate how different asset mixes would have survived various market cycles and identify the optimal split for your goals.
How to use the Asset Allocation Backtester
- 1
Define Asset Mix
Enter your target percentage split across Equity, Debt, and Gold (e.g., 50/30/20).
- 2
Set Rebalancing Rule
Choose a rebalancing frequency, such as annually, to reset the portfolio to its target weights.
- 3
Select Time Horizon
Pick a historical starting point (e.g., 2010) to see how the strategy performed.
- 4
Analyze Risk Metrics
Review the CAGR, standard deviation, and maximum drawdown of your backtested strategy.
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Regulatory Disclaimer
Last verified May 2026
Nature:Calculator platform and is NOT a SEBI-registered Investment Adviser. All calculations are indicative.
Risk:"Investments in securities market are subject to market risks. Read all related documents carefully before investing."
Consult a SEBI-registered IA or CA for personalised advice.
9 out of 10 traders in F&O incurred net losses (SEBI 2023). Tax estimates based on IT Act 2025. Trezoriq is not liable for financial decisions based on results.