-81.1%
PATH vs APTV
-69.7%
-11.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.6% | +1.9% | -0.9% |
| 7D | -5.6% | -8.1% | +2.5% | -1.6% |
| 30D | -0.7% | -8.7% | +8.0% | +3.7% |
| 3M | -5.9% | -13.1% | +7.2% | +0.4% |
| 6M | +21.6% | -25.5% | +47.1% | +33.3% |
| YTD | -20.6% | -46.3% | +25.7% | +3.0% |
| 1Y | -10.6% | -51.1% | +40.6% | +22.7% |
| 3Y | -24.9% | -47.3% | +22.4% | -7.7% |
| 5Y | -76.8% | -76.7% | -0.2% | -59.3% |
| All | -81.1% | -69.7% | -11.5% | -66.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling