-6.1%
PATH vs APTV
-53.8%
+47.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +3.1% | -19.7% | -17.5% |
| 7D | -16.3% | +4.8% | -21.1% | -17.6% |
| 30D | +9.9% | +2.0% | +7.9% | +9.1% |
| 3M | +30.2% | -34.2% | +64.4% | +46.5% |
| 6M | +37.2% | -34.7% | +71.9% | +53.3% |
| YTD | -7.3% | -37.0% | +29.7% | +4.3% |
| 1Y | +40.0% | -40.4% | +80.4% | +61.0% |
| All | -6.1% | -53.8% | +47.7% | +15.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling