-81.2%
PATH vs APA
+218.5%
-299.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -0.7% |
| 7D | -5.3% | -15.5% | +10.2% | -1.9% |
| 30D | -0.5% | +2.4% | -2.9% | -1.3% |
| 3M | -7.1% | +22.8% | -29.9% | -11.6% |
| 6M | +23.8% | +17.9% | +5.9% | +18.1% |
| YTD | -20.7% | +87.7% | -108.4% | -32.9% |
| 1Y | -8.1% | +94.2% | -102.3% | -23.0% |
| 3Y | -21.8% | +27.2% | -49.0% | -30.6% |
| 5Y | -76.8% | +74.1% | -151.0% | -81.1% |
| All | -81.2% | +218.5% | -299.6% | -85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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