-81.1%
PATH vs AFRM
+8.1%
-89.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -7.8% | +4.1% | -1.1% |
| 7D | -5.6% | -6.9% | +1.3% | -3.4% |
| 30D | -0.7% | -7.0% | +6.3% | +1.3% |
| 3M | -5.9% | -11.2% | +5.4% | -2.8% |
| 6M | +21.6% | +4.3% | +17.3% | +18.1% |
| YTD | -20.6% | -6.4% | -14.2% | -21.1% |
| 1Y | -10.6% | -2.6% | -8.0% | -13.2% |
| 3Y | -24.9% | +210.6% | -235.5% | -58.7% |
| 5Y | -76.8% | -57.6% | -19.2% | -85.3% |
| All | -81.1% | +8.1% | -89.2% | -88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 10y: compounded portfolio wealth divided by compounded AFRM 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…
10y analysis · Full analysis span regression · 6 months rolling