-21.8%
PATH vs APA
+21.0%
-42.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.3% | -1.4% | -3.3% |
| 7D | -5.6% | -15.6% | +10.0% | -2.8% |
| 30D | -0.7% | -0.9% | +0.2% | -0.8% |
| 3M | -5.9% | +26.1% | -31.9% | -9.9% |
| 6M | +21.6% | +6.1% | +15.5% | +19.6% |
| YTD | -20.6% | +82.8% | -103.5% | -30.4% |
| 1Y | -10.6% | +106.5% | -117.1% | -23.9% |
| All | -21.8% | +21.0% | -42.8% | -20.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling