-77.1%
PATH vs AON
+17.5%
-94.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.3% | -1.3% |
| 7D | -2.3% | +1.9% | -4.2% | -3.4% |
| 30D | -4.8% | +23.3% | -28.1% | -16.4% |
| 3M | -17.7% | -5.5% | -12.2% | -15.6% |
| 6M | +18.9% | +8.0% | +10.9% | +12.1% |
| YTD | -21.7% | -4.0% | -17.7% | -21.3% |
| 1Y | -9.6% | -1.7% | -7.9% | -10.5% |
| 3Y | -25.8% | +2.9% | -28.8% | -31.9% |
| 5Y | -77.1% | +17.2% | -94.3% | -83.5% |
| All | -77.1% | +17.5% | -94.6% | -83.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling