-81.1%
PATH vs AVAV
-0.4%
-80.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -9.8% | +6.1% | -1.0% |
| 7D | -5.6% | -24.3% | +18.7% | +1.6% |
| 30D | -0.7% | -28.9% | +28.2% | +8.4% |
| 3M | -5.9% | -39.3% | +33.4% | +6.9% |
| 6M | +21.6% | -38.8% | +60.3% | +34.0% |
| YTD | -20.6% | -57.8% | +37.2% | -6.4% |
| 1Y | -10.6% | -70.9% | +60.3% | +18.2% |
| 3Y | -24.9% | -14.8% | -10.1% | -38.7% |
| 5Y | -76.8% | +7.3% | -84.1% | -84.1% |
| All | -81.1% | -0.4% | -80.8% | -86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 10y: compounded portfolio wealth divided by compounded AVAV 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…
10y analysis · Full analysis span regression · 6 months rolling