-21.8%
PATH vs APO
+44.5%
-66.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.5% | +0.8% | -1.9% |
| 7D | -5.6% | -1.1% | -4.5% | -5.3% |
| 30D | -0.7% | +1.1% | -1.8% | -1.5% |
| 3M | -5.9% | -9.2% | +3.4% | -2.2% |
| 6M | +21.6% | -9.2% | +30.8% | +25.4% |
| YTD | -20.6% | -18.0% | -2.7% | -15.3% |
| 1Y | -10.6% | -10.9% | +0.3% | -8.0% |
| All | -21.8% | +44.5% | -66.3% | -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