+40.0%
PATH vs APO
+1.9%
+38.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.6% | -16.0% | -16.4% |
| 7D | -16.3% | -1.0% | -15.3% | -16.0% |
| 30D | +9.9% | +3.5% | +6.4% | +9.0% |
| 3M | +30.2% | +4.5% | +25.6% | +28.2% |
| 6M | +37.2% | +22.8% | +14.4% | +27.0% |
| YTD | -7.3% | -6.5% | -0.8% | -8.4% |
| 1Y | +40.0% | +0.8% | +39.2% | +37.4% |
| All | +40.0% | +1.9% | +38.1% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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