-81.2%
PATH vs APO
+155.4%
-236.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.4% | +0.2% |
| 7D | -5.3% | +0.8% | -6.1% | -6.1% |
| 30D | -0.5% | +1.0% | -1.6% | -1.8% |
| 3M | -7.1% | -8.4% | +1.3% | -2.6% |
| 6M | +23.8% | -9.1% | +32.9% | +28.7% |
| YTD | -20.7% | -18.3% | -2.3% | -12.8% |
| 1Y | -8.1% | -8.0% | -0.1% | -6.8% |
| 3Y | -21.8% | +47.1% | -68.9% | -51.6% |
| 5Y | -76.8% | +67.2% | -144.0% | -88.7% |
| All | -81.2% | +155.4% | -236.6% | -92.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling