-81.2%
PATH vs AON
+48.8%
-130.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +1.3% |
| 7D | -5.3% | +4.4% | -9.7% | -7.4% |
| 30D | -0.5% | +24.1% | -24.6% | -11.1% |
| 3M | -7.1% | -7.0% | -0.2% | -4.5% |
| 6M | +23.8% | +9.1% | +14.7% | +17.5% |
| YTD | -20.7% | -4.4% | -16.3% | -20.1% |
| 1Y | -8.1% | -0.8% | -7.3% | -9.2% |
| 3Y | -21.8% | +5.1% | -27.0% | -27.6% |
| 5Y | -76.8% | +20.4% | -97.2% | -81.0% |
| All | -81.2% | +48.8% | -130.0% | -81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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