-81.2%
PATH vs AXON
+108.8%
-190.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -18.2% | +18.1% | +8.2% |
| 7D | -5.3% | -26.8% | +21.5% | +7.8% |
| 30D | -0.5% | -22.9% | +22.4% | +10.5% |
| 3M | -7.1% | -40.1% | +32.9% | +14.9% |
| 6M | +23.8% | -18.9% | +42.7% | +29.4% |
| YTD | -20.7% | -44.9% | +24.2% | -2.6% |
| 1Y | -8.1% | -46.7% | +38.6% | +14.8% |
| 3Y | -21.8% | +44.3% | -66.2% | -55.1% |
| 5Y | -76.8% | +71.4% | -148.2% | -90.6% |
| All | -81.2% | +108.8% | -190.0% | -93.1% |
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