-81.2%
PATH vs AXTI
+328.2%
-409.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +10.4% | -10.5% | -1.3% |
| 7D | -2.7% | -11.0% | +8.3% | -1.9% |
| 30D | -3.7% | -37.3% | +33.6% | +0.5% |
| 3M | -13.8% | -51.6% | +37.8% | -9.0% |
| 6M | +20.3% | -63.1% | +83.4% | +26.4% |
| YTD | -20.8% | +162.4% | -183.3% | -45.7% |
| 1Y | -9.2% | +353.6% | -362.8% | -44.8% |
| 3Y | -21.8% | +1,972.9% | -1,994.7% | -73.8% |
| 5Y | -77.4% | +370.0% | -447.4% | -87.4% |
| All | -81.2% | +328.2% | -409.4% | -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