-78.0%
PATH vs ASX
+524.5%
-602.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.2% | -16.8% | -16.7% |
| 7D | -16.3% | -0.7% | -15.6% | -16.1% |
| 30D | +9.9% | +2.0% | +7.9% | +8.8% |
| 3M | +30.2% | -1.3% | +31.5% | +24.9% |
| 6M | +37.2% | +71.4% | -34.2% | -5.5% |
| YTD | -7.3% | +135.3% | -142.6% | -48.4% |
| 1Y | +40.0% | +267.5% | -227.5% | -41.4% |
| 3Y | -4.4% | +388.5% | -392.9% | -69.6% |
| 5Y | -76.0% | +417.1% | -493.1% | -93.6% |
| All | -78.0% | +524.5% | -602.4% | -94.4% |
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