-18.8%
PATH vs APTV
-44.6%
+25.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.6% | -1.8% | +1.5% |
| 7D | -4.8% | -1.9% | -2.9% | -4.3% |
| 30D | +2.7% | -1.4% | +4.1% | +3.0% |
| 3M | -4.2% | -9.3% | +5.2% | -1.7% |
| 6M | +24.7% | -27.3% | +52.1% | +32.9% |
| YTD | -17.6% | -43.1% | +25.6% | -4.1% |
| 1Y | -5.3% | -46.5% | +41.2% | +13.1% |
| All | -18.8% | -44.6% | +25.8% | -13.7% |
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