-81.0%
PATH vs AXTI
+334.5%
-415.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.3% | +7.0% | +0.5% |
| 7D | +0.7% | +18.6% | -17.9% | -1.5% |
| 30D | -1.1% | -32.6% | +31.5% | +2.2% |
| 3M | -14.2% | -44.5% | +30.4% | -10.8% |
| 6M | +30.9% | -64.6% | +95.4% | +38.0% |
| YTD | -20.1% | +166.3% | -186.4% | -45.4% |
| 1Y | -8.1% | +296.5% | -304.6% | -42.6% |
| 3Y | -24.3% | +2,099.0% | -2,123.3% | -75.2% |
| 5Y | -75.6% | +377.9% | -453.5% | -86.5% |
| All | -81.0% | +334.5% | -415.5% | -89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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