-5.3%
PATH vs AXON
-40.7%
+35.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.8% | +1.1% | +2.2% |
| 7D | -4.8% | +0.2% | -5.0% | -4.9% |
| 30D | +2.7% | +3.0% | -0.3% | +1.4% |
| 3M | -4.2% | -30.1% | +26.0% | +8.2% |
| 6M | +24.7% | +7.7% | +17.0% | +18.0% |
| YTD | -17.6% | -25.3% | +7.7% | -11.3% |
| 1Y | -5.3% | -39.9% | +34.6% | +7.0% |
| All | -5.3% | -40.7% | +35.4% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 1y: compounded portfolio wealth divided by compounded AXON 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…
1y analysis · Full analysis span regression · 6 months rolling