-21.8%
PATH vs AMBA
+10.0%
-31.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -9.4% | +5.7% | -1.4% |
| 7D | -5.6% | -14.6% | +9.0% | -2.0% |
| 30D | -0.7% | -18.8% | +18.1% | +4.1% |
| 3M | -5.9% | -32.6% | +26.7% | +2.6% |
| 6M | +21.6% | -25.8% | +47.4% | +23.6% |
| YTD | -20.6% | -22.1% | +1.5% | -22.1% |
| 1Y | -10.6% | -36.2% | +25.6% | -7.4% |
| All | -21.8% | +10.0% | -31.8% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 3y: compounded portfolio wealth divided by compounded AMBA 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…
3y analysis · Full analysis span regression · 6 months rolling