-81.0%
PATH vs AON
+48.2%
-129.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.2% |
| 7D | +0.7% | -3.2% | +3.9% | +2.3% |
| 30D | -1.1% | +21.7% | -22.8% | -10.7% |
| 3M | -14.2% | -5.1% | -9.0% | -12.6% |
| 6M | +30.9% | +5.9% | +25.0% | +26.1% |
| YTD | -20.1% | -4.8% | -15.3% | -19.3% |
| 1Y | -8.1% | -4.1% | -4.0% | -7.6% |
| 3Y | -24.3% | +2.0% | -26.3% | -28.4% |
| 5Y | -75.6% | +15.2% | -90.8% | -80.2% |
| All | -81.0% | +48.2% | -129.2% | -81.6% |
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