-21.8%
PATH vs AMP
+54.6%
-76.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.5% | +0.9% |
| 7D | -5.3% | +2.2% | -7.5% | -6.7% |
| 30D | -0.5% | +2.2% | -2.8% | -2.2% |
| 3M | -7.1% | -10.4% | +3.3% | -0.5% |
| 6M | +23.8% | +5.8% | +18.0% | +18.9% |
| YTD | -20.7% | +3.3% | -24.0% | -23.2% |
| 1Y | -8.1% | +11.1% | -19.1% | -15.5% |
| 3Y | -21.8% | +56.0% | -77.9% | -61.5% |
| All | -21.8% | +54.6% | -76.5% | -61.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling