+169.3%
AAPL vs PATH
-79.4%
+248.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.9% | +2.4% | +4.9% |
| 7D | +1.7% | -4.8% | +6.4% | +2.4% |
| 30D | +5.0% | +2.7% | +2.3% | +4.5% |
| 3M | +13.1% | -4.2% | +17.3% | +13.0% |
| 6M | +26.5% | +24.7% | +1.7% | +20.8% |
| YTD | +28.9% | -17.6% | +46.5% | +29.7% |
| 1Y | +29.9% | -5.3% | +35.2% | +26.9% |
| 3Y | +100.5% | -22.0% | +122.5% | +90.6% |
| 5Y | +137.4% | -76.5% | +213.9% | +126.6% |
| All | +169.3% | -79.4% | +248.6% | +157.8% |
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