-21.8%
PATH vs APO
+43.9%
-65.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.4% | +0.1% |
| 7D | -5.3% | +0.8% | -6.1% | -5.8% |
| 30D | -0.5% | +1.0% | -1.6% | -1.3% |
| 3M | -7.1% | -8.4% | +1.3% | -3.9% |
| 6M | +23.8% | -9.1% | +32.9% | +27.6% |
| YTD | -20.7% | -18.3% | -2.3% | -15.2% |
| 1Y | -8.1% | -8.0% | -0.1% | -6.7% |
| 3Y | -21.8% | +47.1% | -68.9% | -44.6% |
| All | -21.8% | +43.9% | -65.7% | -44.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling