-21.8%
PATH vs AON
+5.6%
-27.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +0.8% |
| 7D | -5.3% | +4.4% | -9.7% | -6.6% |
| 30D | -0.5% | +24.1% | -24.6% | -7.4% |
| 3M | -7.1% | -7.0% | -0.2% | -5.8% |
| 6M | +23.8% | +9.1% | +14.7% | +20.1% |
| YTD | -20.7% | -4.4% | -16.3% | -21.1% |
| 1Y | -8.1% | -0.8% | -7.3% | -9.1% |
| 3Y | -21.8% | +5.1% | -27.0% | -22.0% |
| All | -21.8% | +5.6% | -27.4% | -22.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling