-81.0%
PATH vs AMP
+135.0%
-215.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | -2.7% | -1.1% | -1.7% | -2.0% |
| 30D | -1.4% | +4.4% | -5.7% | -4.9% |
| 3M | -16.4% | -7.3% | -9.1% | -11.8% |
| 6M | +23.3% | +12.9% | +10.4% | +11.6% |
| YTD | -19.8% | +7.5% | -27.3% | -25.7% |
| 1Y | -8.6% | +13.3% | -21.9% | -18.7% |
| 3Y | -24.0% | +60.8% | -84.9% | -51.6% |
| 5Y | -77.1% | +82.7% | -159.8% | -87.4% |
| All | -81.0% | +135.0% | -215.9% | -88.7% |
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