-18.8%
PATH vs AMBA
+21.5%
-40.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.7% | +4.6% | +3.3% |
| 7D | -4.8% | -8.1% | +3.3% | -2.9% |
| 30D | +2.7% | -10.8% | +13.4% | +5.3% |
| 3M | -4.2% | -25.9% | +21.7% | +2.2% |
| 6M | +24.7% | -13.9% | +38.6% | +21.8% |
| YTD | -17.6% | -14.0% | -3.6% | -21.0% |
| 1Y | -5.3% | -25.7% | +20.4% | -6.1% |
| All | -18.8% | +21.5% | -40.2% | -36.9% |
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