-81.4%
PATH vs APTV
-70.6%
-10.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.7% |
| 7D | -2.3% | -4.3% | +2.0% | -0.2% |
| 30D | -4.8% | -9.7% | +4.8% | -0.1% |
| 3M | -17.7% | -20.6% | +2.9% | -8.2% |
| 6M | +18.9% | -31.7% | +50.6% | +36.9% |
| YTD | -21.7% | -48.0% | +26.3% | +3.1% |
| 1Y | -9.6% | -52.1% | +42.4% | +24.9% |
| 3Y | -25.8% | -47.9% | +22.0% | -8.8% |
| 5Y | -77.1% | -76.9% | -0.2% | -59.2% |
| All | -81.4% | -70.6% | -10.8% | -66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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