-80.4%
PATH vs APH
+396.9%
-477.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -6.2% | +9.0% | +6.2% |
| 7D | -4.8% | -2.4% | -2.4% | -4.1% |
| 30D | +2.7% | -9.5% | +12.1% | +7.3% |
| 3M | -4.2% | -7.6% | +3.4% | -2.2% |
| 6M | +24.7% | +12.4% | +12.4% | +9.1% |
| YTD | -17.6% | +17.5% | -35.1% | -35.9% |
| 1Y | -5.3% | +16.4% | -21.7% | -26.4% |
| 3Y | -22.0% | +281.6% | -303.6% | -85.5% |
| 5Y | -76.5% | +317.7% | -394.3% | -96.1% |
| All | -80.4% | +396.9% | -477.3% | -97.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling