-80.4%
PATH vs ASX
+524.5%
-604.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.9% | +6.8% | +4.5% |
| 7D | -4.8% | -14.6% | +9.8% | +0.9% |
| 30D | +2.7% | -21.1% | +23.7% | +11.4% |
| 3M | -4.2% | -3.1% | -1.1% | -6.0% |
| 6M | +24.7% | +17.4% | +7.4% | +3.9% |
| YTD | -17.6% | +135.3% | -152.9% | -55.5% |
| 1Y | -5.3% | +146.5% | -151.8% | -50.5% |
| 3Y | -22.0% | +403.1% | -425.1% | -76.4% |
| 5Y | -76.5% | +551.7% | -628.3% | -94.3% |
| All | -80.4% | +524.5% | -604.9% | -95.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling