+40.0%
PATH vs APH
-25.2%
+65.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.6% | -47.8% | +29.1% | -8.3% |
| 7D | -17.1% | -48.7% | +31.6% | -6.5% |
| 30D | +9.9% | -51.9% | +61.9% | +24.1% |
| 3M | +30.2% | -43.6% | +73.7% | +46.1% |
| 6M | +37.2% | -37.5% | +74.8% | +52.1% |
| YTD | -7.3% | -38.6% | +31.3% | -0.9% |
| 1Y | +40.0% | -26.3% | +66.3% | +52.3% |
| All | +40.0% | -25.2% | +65.2% | +52.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling