-76.5%
PATH vs AXON
+127.9%
-204.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.8% | +1.1% | +2.0% |
| 7D | -4.8% | +0.2% | -5.0% | -5.0% |
| 30D | +2.7% | +3.0% | -0.3% | +1.2% |
| 3M | -4.2% | -30.1% | +26.0% | +11.4% |
| 6M | +24.7% | +7.7% | +17.0% | +15.8% |
| YTD | -17.6% | -25.3% | +7.7% | -10.6% |
| 1Y | -5.3% | -39.9% | +34.6% | +13.9% |
| 3Y | -22.0% | +95.2% | -117.2% | -62.4% |
| 5Y | -76.5% | +129.9% | -206.4% | -92.6% |
| All | -76.5% | +127.9% | -204.4% | -92.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling