-76.5%
PATH vs AMBA
-68.8%
-7.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.7% | +4.6% | +3.5% |
| 7D | -4.8% | -8.1% | +3.3% | -1.9% |
| 30D | +2.7% | -10.8% | +13.4% | +6.7% |
| 3M | -4.2% | -25.9% | +21.7% | +5.5% |
| 6M | +24.7% | -13.9% | +38.6% | +20.3% |
| YTD | -17.6% | -14.0% | -3.6% | -22.6% |
| 1Y | -5.3% | -25.7% | +20.4% | -7.1% |
| 3Y | -22.0% | +21.5% | -43.4% | -46.1% |
| 5Y | -76.5% | -68.9% | -7.6% | -75.6% |
| All | -76.5% | -68.8% | -7.7% | -75.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling