-81.2%
PATH vs AMP
+134.2%
-215.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.7% | -3.9% | -2.9% |
| 7D | -2.7% | +3.1% | -5.8% | -5.0% |
| 30D | -3.7% | +3.9% | -7.6% | -6.8% |
| 3M | -13.8% | -5.8% | -8.0% | -10.1% |
| 6M | +20.3% | +12.1% | +8.2% | +9.5% |
| YTD | -20.8% | +7.1% | -27.9% | -26.4% |
| 1Y | -9.2% | +14.2% | -23.4% | -19.8% |
| 3Y | -21.8% | +62.5% | -84.2% | -50.6% |
| 5Y | -77.4% | +82.6% | -160.0% | -87.6% |
| All | -81.2% | +134.2% | -215.4% | -88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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