-76.5%
PATH vs AVAV
+19.9%
-96.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -8.3% | +11.2% | +5.1% |
| 7D | -4.8% | -10.1% | +5.3% | -2.4% |
| 30D | +2.7% | -18.7% | +21.4% | +8.0% |
| 3M | -4.2% | -33.0% | +28.8% | +5.8% |
| 6M | +24.7% | -37.2% | +61.9% | +36.5% |
| YTD | -17.6% | -53.2% | +35.6% | -5.7% |
| 1Y | -5.3% | -69.0% | +63.7% | +22.6% |
| 3Y | -22.0% | -5.5% | -16.5% | -37.9% |
| 5Y | -76.5% | +20.1% | -96.6% | -85.5% |
| All | -76.5% | +19.9% | -96.4% | -85.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling