-81.1%
PATH vs AMP
+129.3%
-210.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.4% | -0.3% | -1.1% |
| 7D | -5.6% | +2.3% | -7.9% | -7.3% |
| 30D | -0.7% | +2.6% | -3.2% | -2.9% |
| 3M | -5.9% | -9.2% | +3.4% | +0.9% |
| 6M | +21.6% | +7.6% | +13.9% | +14.0% |
| YTD | -20.6% | +4.9% | -25.5% | -25.0% |
| 1Y | -10.6% | +12.4% | -23.0% | -20.0% |
| 3Y | -24.9% | +57.3% | -82.2% | -51.3% |
| 5Y | -76.8% | +78.8% | -155.6% | -87.0% |
| All | -81.1% | +129.3% | -210.5% | -88.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling