-75.7%
PATH vs APTV
-67.9%
-7.8%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +3.1% | -19.7% | -18.2% |
| 7D | -16.3% | +4.8% | -21.1% | -18.7% |
| 30D | +9.9% | +2.0% | +7.9% | +8.2% |
| 3M | +30.2% | -34.2% | +64.4% | +59.4% |
| 6M | +37.2% | -34.7% | +71.9% | +64.1% |
| YTD | -7.3% | -37.0% | +29.7% | +11.9% |
| 1Y | +40.0% | -40.4% | +80.4% | +74.2% |
| 3Y | -4.4% | -54.1% | +49.7% | +37.4% |
| All | -75.7% | -67.9% | -7.8% | -57.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling