-75.9%
PATH vs APO
+72.1%
-148.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.1% | -5.2% | -2.3% |
| 7D | -4.8% | +8.2% | -13.0% | -10.0% |
| 30D | +2.7% | +6.4% | -3.8% | -2.0% |
| 3M | -4.2% | -7.4% | +3.3% | 0.0% |
| 6M | +24.7% | -4.2% | +28.9% | +25.5% |
| YTD | -17.6% | -14.1% | -3.4% | -11.9% |
| 1Y | -5.3% | -4.4% | -0.9% | -6.3% |
| 3Y | -22.0% | +51.2% | -73.2% | -54.6% |
| All | -75.9% | +72.1% | -148.0% | -89.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling