-76.8%
PATH vs ASX
+414.3%
-491.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -20.8% | +17.1% | +4.5% |
| 7D | -5.6% | -33.3% | +27.7% | +9.4% |
| 30D | -0.7% | -36.5% | +35.8% | +16.5% |
| 3M | -5.9% | -19.2% | +13.3% | -2.1% |
| 6M | +21.6% | -10.2% | +31.8% | +11.2% |
| YTD | -20.6% | +86.5% | -107.1% | -55.2% |
| 1Y | -10.6% | +89.6% | -100.2% | -50.3% |
| 3Y | -24.9% | +298.6% | -323.5% | -77.9% |
| 5Y | -76.8% | +414.3% | -491.1% | -94.7% |
| All | -76.8% | +414.3% | -491.1% | -94.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling