-76.8%
PATH vs APO
+64.4%
-141.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.5% | +0.8% | -0.8% |
| 7D | -5.6% | -1.1% | -4.5% | -5.3% |
| 30D | -0.7% | +1.1% | -1.8% | -2.1% |
| 3M | -5.9% | -9.2% | +3.4% | -0.6% |
| 6M | +21.6% | -9.2% | +30.8% | +26.7% |
| YTD | -20.6% | -18.0% | -2.7% | -12.7% |
| 1Y | -10.6% | -10.9% | +0.3% | -7.3% |
| 3Y | -24.9% | +44.4% | -69.3% | -55.0% |
| 5Y | -76.8% | +67.9% | -144.7% | -89.8% |
| All | -76.8% | +64.4% | -141.2% | -89.8% |
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