-81.1%
PATH vs AON
+53.1%
-134.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.1% | -3.6% | -3.7% |
| 7D | -5.6% | +7.3% | -12.9% | -8.9% |
| 30D | -0.7% | +26.0% | -26.7% | -11.8% |
| 3M | -5.9% | -4.1% | -1.8% | -4.6% |
| 6M | +21.6% | +10.0% | +11.6% | +15.0% |
| YTD | -20.6% | -1.7% | -19.0% | -21.1% |
| 1Y | -10.6% | +1.5% | -12.1% | -12.6% |
| 3Y | -24.9% | +8.9% | -33.8% | -31.7% |
| 5Y | -76.8% | +23.8% | -100.7% | -81.2% |
| All | -81.1% | +53.1% | -134.2% | -82.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling