-21.8%
PATH vs ASX
+298.6%
-320.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -20.8% | +17.1% | +0.5% |
| 7D | -5.6% | -33.3% | +27.7% | +1.9% |
| 30D | -0.7% | -36.5% | +35.8% | +7.9% |
| 3M | -5.9% | -19.2% | +13.3% | -3.9% |
| 6M | +21.6% | -10.2% | +31.8% | +15.2% |
| YTD | -20.6% | +86.5% | -107.1% | -45.7% |
| 1Y | -10.6% | +89.6% | -100.2% | -39.5% |
| All | -21.8% | +298.6% | -320.4% | -72.7% |
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