-81.2%
PATH vs AMP
+125.8%
-207.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.5% | +1.1% |
| 7D | -5.3% | +2.2% | -7.5% | -7.0% |
| 30D | -0.5% | +2.2% | -2.8% | -2.5% |
| 3M | -7.1% | -10.4% | +3.3% | +0.5% |
| 6M | +23.8% | +5.8% | +18.0% | +17.6% |
| YTD | -20.7% | +3.3% | -24.0% | -24.2% |
| 1Y | -8.1% | +11.1% | -19.1% | -17.0% |
| 3Y | -21.8% | +56.0% | -77.9% | -49.0% |
| 5Y | -76.8% | +76.1% | -152.9% | -86.9% |
| All | -81.2% | +125.8% | -207.0% | -88.5% |
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