-81.0%
PATH vs APTV
-70.8%
-10.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.6% |
| 7D | -2.7% | -8.9% | +6.2% | +1.9% |
| 30D | -1.4% | -9.5% | +8.2% | +3.5% |
| 3M | -16.4% | -20.6% | +4.2% | -6.8% |
| 6M | +23.3% | -28.9% | +52.1% | +38.7% |
| YTD | -19.8% | -48.2% | +28.4% | +5.8% |
| 1Y | -8.6% | -51.7% | +43.1% | +25.7% |
| 3Y | -24.0% | -48.1% | +24.1% | -6.4% |
| 5Y | -77.1% | -76.7% | -0.4% | -59.3% |
| All | -81.0% | -70.8% | -10.2% | -65.4% |
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