-8.1%
PATH vs ASX
+105.3%
-113.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.4% | -6.5% | 0.0% |
| 7D | -5.3% | -19.9% | +14.6% | -5.7% |
| 30D | -0.5% | -30.9% | +30.3% | -1.5% |
| 3M | -7.1% | -15.1% | +7.9% | -7.1% |
| 6M | +23.8% | -6.5% | +30.3% | +23.8% |
| YTD | -20.7% | +98.4% | -119.1% | -26.9% |
| 1Y | -8.1% | +107.9% | -115.9% | -15.3% |
| All | -8.1% | +105.3% | -113.4% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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