-75.7%
PATH vs AON
+15.3%
-91.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.2% | -15.4% | -16.0% |
| 7D | -16.3% | -9.1% | -7.2% | -12.2% |
| 30D | +9.9% | -10.2% | +20.2% | +16.1% |
| 3M | +30.2% | +0.5% | +29.7% | +28.6% |
| 6M | +37.2% | -4.8% | +42.1% | +39.6% |
| YTD | -7.3% | -8.0% | +0.7% | -4.3% |
| 1Y | +40.0% | -13.1% | +53.1% | +48.9% |
| 3Y | -4.4% | -1.3% | -3.1% | -9.2% |
| All | -75.7% | +15.3% | -91.0% | -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 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