+40.0%
PATH vs AXON
-28.9%
+68.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -4.2% | -12.5% | -15.0% |
| 7D | -16.3% | -14.2% | -2.1% | -11.3% |
| 30D | +9.9% | -15.4% | +25.3% | +15.9% |
| 3M | +30.2% | +0.5% | +29.7% | +27.1% |
| 6M | +37.2% | -9.5% | +46.7% | +37.3% |
| YTD | -7.3% | -9.2% | +1.9% | -6.3% |
| 1Y | +40.0% | -29.4% | +69.4% | +57.7% |
| All | +40.0% | -28.9% | +68.9% | +57.7% |
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