-6.1%
PATH vs APA
+5.6%
-11.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -3.2% | -13.4% | -16.1% |
| 7D | -16.3% | +0.5% | -16.8% | -16.3% |
| 30D | +9.9% | +23.4% | -13.5% | +6.3% |
| 3M | +30.2% | +12.7% | +17.5% | +27.4% |
| 6M | +37.2% | +39.4% | -2.2% | +28.5% |
| YTD | -7.3% | +79.0% | -86.3% | -17.3% |
| 1Y | +40.0% | +88.8% | -48.8% | +22.6% |
| All | -6.1% | +5.6% | -11.7% | -19.4% |
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