-18.8%
PATH vs ASX
+403.1%
-421.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.9% | +6.8% | +3.7% |
| 7D | -4.8% | -14.6% | +9.8% | -1.9% |
| 30D | +2.7% | -21.1% | +23.7% | +7.2% |
| 3M | -4.2% | -3.1% | -1.1% | -5.1% |
| 6M | +24.7% | +17.4% | +7.4% | +11.7% |
| YTD | -17.6% | +135.3% | -152.9% | -46.0% |
| 1Y | -5.3% | +146.5% | -151.8% | -39.4% |
| All | -18.8% | +403.1% | -421.8% | -72.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling