+146.5%
AAPL vs PATH
-76.8%
+223.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -16.6% | +14.1% | -0.1% |
| 7D | +0.1% | -16.3% | +16.4% | +2.4% |
| 30D | +3.0% | +9.9% | -6.9% | +1.1% |
| 3M | +2.9% | +30.2% | -27.3% | -1.7% |
| 6M | +22.1% | +37.2% | -15.1% | +14.8% |
| YTD | +18.0% | -7.3% | +25.3% | +17.1% |
| 1Y | +33.9% | +40.0% | -6.1% | +21.8% |
| 3Y | +71.2% | -4.4% | +75.6% | +57.1% |
| 5Y | +112.6% | -76.0% | +188.6% | +99.8% |
| All | +146.5% | -76.8% | +223.3% | +132.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 PATH 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