-81.2%
PATH vs AON
+49.2%
-130.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.4% | -0.3% |
| 7D | -2.7% | +0.7% | -3.4% | -3.1% |
| 30D | -3.7% | +23.1% | -26.8% | -13.5% |
| 3M | -13.8% | -6.0% | -7.7% | -11.7% |
| 6M | +20.3% | +7.9% | +12.4% | +14.8% |
| YTD | -20.8% | -4.1% | -16.7% | -20.3% |
| 1Y | -9.2% | -2.3% | -6.9% | -9.6% |
| 3Y | -21.8% | +3.4% | -25.2% | -26.6% |
| 5Y | -77.4% | +17.1% | -94.5% | -81.7% |
| All | -81.2% | +49.2% | -130.4% | -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