-81.2%
PATH vs AXON
+102.3%
-183.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +3.0% | +1.3% |
| 7D | -2.7% | -28.7% | +26.0% | +12.0% |
| 30D | -3.7% | -28.3% | +24.6% | +10.5% |
| 3M | -13.8% | -46.9% | +33.2% | +12.8% |
| 6M | +20.3% | -24.9% | +45.2% | +30.6% |
| YTD | -20.8% | -46.6% | +25.8% | -1.3% |
| 1Y | -9.2% | -49.7% | +40.4% | +16.4% |
| 3Y | -21.8% | +40.6% | -62.3% | -54.5% |
| 5Y | -77.4% | +71.9% | -149.3% | -90.8% |
| All | -81.2% | +102.3% | -183.4% | -93.0% |
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 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