-81.1%
PATH vs AXON
+155.2%
-236.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -9.8% | +6.1% | +0.9% |
| 7D | -5.6% | -12.7% | +7.1% | +0.4% |
| 30D | -0.7% | -8.6% | +7.9% | +3.3% |
| 3M | -5.9% | -37.2% | +31.4% | +14.6% |
| 6M | +21.6% | +0.5% | +21.1% | +16.6% |
| YTD | -20.6% | -32.6% | +12.0% | -9.9% |
| 1Y | -10.6% | -40.2% | +29.6% | +7.4% |
| 3Y | -24.9% | +76.1% | -101.0% | -60.1% |
| 5Y | -76.8% | +109.5% | -186.3% | -91.3% |
| All | -81.1% | +155.2% | -236.4% | -93.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling