-10.6%
PATH vs AXON
-32.2%
+21.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -9.8% | +6.1% | +0.2% |
| 7D | -5.6% | -12.7% | +7.1% | -0.5% |
| 30D | -0.7% | -8.6% | +7.9% | +2.8% |
| 3M | -5.9% | -37.2% | +31.4% | +11.3% |
| 6M | +21.6% | +0.5% | +21.1% | +17.4% |
| YTD | -20.6% | -32.6% | +12.0% | -9.9% |
| 1Y | -10.6% | -40.2% | +29.6% | +16.0% |
| All | -10.6% | -32.2% | +21.6% | +16.0% |
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