-21.8%
PATH vs APTV
-47.7%
+25.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.6% | +1.9% | -2.0% |
| 7D | -5.6% | -8.1% | +2.5% | -3.3% |
| 30D | -0.7% | -8.7% | +8.0% | +1.9% |
| 3M | -5.9% | -13.1% | +7.2% | -2.2% |
| 6M | +21.6% | -25.5% | +47.1% | +27.6% |
| YTD | -20.6% | -46.3% | +25.7% | -6.1% |
| 1Y | -10.6% | -51.1% | +40.6% | +10.4% |
| All | -21.8% | -47.7% | +25.9% | -15.4% |
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 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