-6.1%
PATH vs APH
+282.8%
-288.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.9% | -17.5% | -16.9% |
| 7D | -16.3% | +5.0% | -21.3% | -17.6% |
| 30D | +9.9% | -3.9% | +13.8% | +10.9% |
| 3M | +30.2% | +13.0% | +17.2% | +23.2% |
| 6M | +37.2% | +25.2% | +12.1% | +22.6% |
| YTD | -7.3% | +22.9% | -30.3% | -20.0% |
| 1Y | +40.0% | +47.8% | -7.8% | +6.9% |
| All | -6.1% | +282.8% | -288.9% | -76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 2023-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded APH 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling